Retirement Planning NEWS


New IARFC consumer page provides listings of member-created radio programs, podcasts

The International Association of Registered Financial Consultants (IARFC) has developed a new consumer page on its website highlighting radio programs and podcasts produced by members.

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Recent Retirement Planning News

Almost three-quarters of defined contribution advisors offer financial wellness

Nearly 3 in 4 (73%) of advisors report that they specifically offer financial wellness support in their defined contribution (DC) plans, according to LIMRA Secure Retirement Institute data released Aug. 7.

Half of retirement savers are ‘chasers’ behind on savings goals

Anxious savers want to catch up, but worry they may be too late according to new “Chasing Retirement” study from Allianz Life.

Trust is centerpiece of superior advisor experience, Northwestern Mutual study finds

Newly released findings underscore the overall value of working with an advisor, and lists attributes that distinguish a remarkable advisor experience such (like having the client’s best interests at heart).

Valmark, Sequoia launch joint venture to help fee-based advisory firms provide life insurance implementation...

Joint venture intended to create a seamless, end-to-end experience for advisors and their clients when searching for, obtaining and preserving a life insurance policy.

Concerns about future of Social Security amplify workers’ retirement insecurity

Multi-year study from TCRS examines retirement readiness by demographic segments.

Motivation boost: More than 15,000 from 53 countries attend MDRT-Los Angeles

Top producers flock to the City of the Angels looking for ideas to further their careers and help them lead more balanced, healthy lives.

1 in 3 Americans have less than $5,000 in retirement savings

New research finds waning confidence in Social Security; Americans expect to work longer.

2 in 3 RIAs and fee-based advisors say AI will create a competitive advantage

New special report's 360-degree view allows advisors to harness the benefits of Artificial Intelligence, learn from early adopters and help clients bridge the AI Divide.

House passes bill to protect seniors against fraud; industry groups urge President Trump to...

The Senior Safe Act intended to empower and encourage financial professionals to report suspected cases of elder financial abuse while shielding advisors who act in good faith and with reasonable care from liability.

FedEx buys $6 billion group annuity contract from MetLife to reduce pension obligations

The largest U.S. pension transaction by premium in the last five years continues the market trend of more plan sponsors transferring their pension obligations to insurance companies.

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