Retirement Planning NEWS


Last non-bank SIFI Prudential no longer considered ‘too big to fail’

FSOC announces rescission of Prudential’s Nonbank Financial Company Designation. Prudential joins other non-bank entities GE Capital, AIG and MetLife in shedding the label.

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Recent Retirement Planning News

Annuity proponents praise bill that would make it easier to include annuities in retirement...

An amendment in The Family Savings Act, HR 6757 passed by the House of Representatives on Sept. 27, would improve access to annuities by removing barriers restricting the types of small business employers permitted to band together to offer a retirement plan.

More than half of all U.S. workers have difficulty understanding retirement savings in terms...

Showing workers their retirement savings as income estimates, financial professionals can help make sure workers are saving enough and confident in their ability to lead the retirement lifestyle they want.

Lots of changes on tap for this week’s NAIFA Performance + Purpose event

Plenty of new customization options for education and networking await insurance and financial advisors attending the Sept. 13-16 conference in San Antonio.

American families struggling with debt and emergency savings

More than four in five define the American Dream as financial security for themselves and their family, and more than half think this is unattainable, according to MassMutual’s new State of the American Family study.

New tools to help advisors manage client portfolios introduced by Allianz, Pacific Life

Allianz Life and Pacific Life each introduced new features and capabilities recently, intended to help financial professionals deliver better service to clients.

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.

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.

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