Americans who don’t have access to a 401(k) account through their employer could see that change under a proposal announced by President Donald Trump during his State of the Union address Tuesday night.
Equitable published a new study, “PEAK 35TM: Guiding a New Generation of Wealth,”exploring how millennials are both building and inheriting wealth.
The National Association of Insurance and Financial Advisors submitted formal comments to the Internal Revenue Service in response to Notice 2025-68 regarding the implementation of Section 530A Trump Accounts.
The SECURE Act and SECURE 2.0 were the biggest changes the retirement plan industry has seen in a long time.
A recent study reveals a surprising generational divide in retirement planning and looks at how generations differ in their approach.
Long-term care has always been an essential piece of retirement planning discussions.
Middle-class households face worsening cost pressures for the first time since October 2024, according to the American Council of Life Insurers.
According to MetLife research, less than half of America’s workforce is holistically healthy, as employees battle rising costs and employers balance investing in benefits.
Tools that once felt unfamiliar have quietly become a part of daily life. AI is following a similar path.
The SEC alleges that the get-rich-quick investment tips offered by prominent social media influencer Taino “Tai” Lopez were little more than Ponzi-style scams.
More firms are highly concerned about their workers’ financial well-being, with most benefit decision-makers and workers agreeing that their company has a responsibility to ensure their employees are physically, mentally and financially well.
First, the estimated $90 billion to $100 billion increase in refunds, a result of several provisions of the budget law enacted last year, amounts to only about 0.3% of annual gross domestic product. But IRS figures show that it's difficult for any tax cut not to land mostly in the bank accounts of the affluent. In the 2022 tax year, the most recent for which such…
The real threat to advisors today is not technology. It is indistinguishability.
Principal Financial Group closed out the fourth quarter with solid performance, driven by steady revenue growth across its main business lines.
Increasing longevity should change the way people prepare for, transition to and live in retirement.
Income tax filing season is in full swing and it’s a good time for parents to open a Trump Account for their children who are eligible.
When Congress passed the One Big Beautiful Bill Act (OBBB) in July, it promised stability.
Finseca and the International Association of Qualified Financial Planners announced their merger.
For millions of Americans who retired in the last five years, the transition from earning a paycheck to living off savings brings an uncomfortable reality check: many wish they did things differently.
The Information Technology Industry Council is encouraging the National Institute of Standards and Technology to provide more guidance on risk management and agentic artificial intelligence, in comments on a preliminary draft profile of the NIST cybersecurity framework focused on AI. ITI says the“ the Profile could be strengthened by addressing…
