Retirement Planning NEWS

Investor Satisfaction with Financial Advisors Falls with Markets, J.D. Power Finds

Lack of comprehensive advice and personalized financial planning leaves wealth managers stuck in co-dependent relationship with market returns.

Retirement Planning Discussion

Recent Retirement Planning News

IRI’s 2023 Annual Conference Opens with Award Winners and Record Attendance

The Insured Retirement Institute kicked off its conference in Miami today.

8 Ways SECURE 2.0 Act of 2022 Enhances Retirement Security

Nonprofit Transamerica Institute and TCRS spotlight the importance of the new retirement reform legislation.

ACLI Voices Support for Congress Passing SECURE 2.0, RILA Reforms

President and CEO Susan Neely says Congress helped millions of workers save for retirement by passing the substantial measures.

14 IRI-Advocated Provisions Included in SECURE 2.0 Legislation

Congress to vote this week on Omnibus Appropriations Legislation with significant retirement savings reforms

Northwestern Mutual Leads Industry in Forbes’ Ranking of ‘Top Financial Security Professionals’

The company’s advisors represent more than one quarter of the honorees on Forbes' just-released 2022 "Top Financial Security Professionals" list

NAIFA’s Congressional Conference takes advisors’ grassroots influence to Capitol Hill

Meetings with lawmakers and staff share advisors' Main Street stories with policymakers whose decisions impact the financial security of American families and businesses.

House expected to pass SECURE 2.0 on Tuesday

The “Securing a Strong Retirement Act of 2022” scheduled for a House vote on Tuesday, which would send the bipartisan retirement reform bill to the Senate.

DOL’s Fiduciary Rule goes into effect Tuesday

Controversial investment advice exemption that aligns with SEC’s Regulation Best Interest being implemented as scheduled.

AALU, GAMA are now called ‘Finseca’

Financial security professionals launch new organization to “help more Americans build and protect their financial future.”

DOL’s new investment advice proposal intends to replace vacated fiduciary rule

Agency says the measure, which aligns with SEC and NAIC best interest rules, will ensure financial advisors act in retirement savers’ best interests.

Retirement Planning Articles Archive