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News
Retirement Plan Website and App Experiences Directly Linked to Employee Engagement, Asset Retention
3+ day, 23+ hour ago (118+ words) Following are some key findings of the 2026 study: Bank of America (including Merrill) ranks highest in retirement plan mobile app satisfaction, with a score of 804. Charles Schwab and Fidelity Investments rank second, each with a score of 768. The…...
Navigating Financial Autonomy « ADVISOR Magazine
4+ day, 12+ hour ago (199+ words) The findings are part of Flying Solo: Navigating Financial Autonomy, an Ameriprise study examining how single, divorced and widowed Americans manage their finances. Widowed respondents made up 15% of the more than 3,000 solo adults surveyed. For most widowed adults, financial independence…...
Pat Larsen To Retire As Senior VP Of AmericanAg®
4+ day, 13+ hour ago (219+ words) SCHAUMBURG, Ill., Sept. 8, 2026 /PRNewswire/ â AmericanAg® announced that Pat Larsen, Senior Vice President of Client Retro & Broker Assumed Pool Management, will retire on January 31, 2027, following 36 years in the reinsurance industry. In his current role, Pat works closely with AmericanAg® clients, global…...
The Retirement Talks Families Arenât Having « ADVISOR Magazine
1+ week, 4+ day ago (242+ words) Lincoln encourages adult children and aging parents to begin key retirement and long-term financial conversations as early as possible, as that clarity and alignment will create greater financial confidence and preparedness for the future. For families to align, Lincoln suggests:…...
New Rules In Retirement
1+ week, 6+ day ago (256+ words) In addition to higher CD and fixed rates, todayâs higher interest rate environment has created several opportunities to consider when building retirement income strategies, including: Even with these opportunities, it is important to avoid building retirement plans around the…...
Benefits Are Evolving Beyond Retention As Workforce Pressures Mount
2+ week, 4+ day ago (318+ words) “Many organizations know exactly what is at stake, but knowing isn’t the same as being ready,” said Tony Greene, President of NFP’s Executive Benefits division. “The planning window is closing faster than many organizations realize, and retaining key employees has…...
Retirees With Financial Plans Report Lower Stress
3+ week, 1+ day ago (236+ words) August 20, 2026, BOSTONâNew research finds that retirees with formal financial plans experience substantially less financial stress, highlighting the important role advisors play in helping clients prepare for retirement, according to the latest Cerulli EdgeâU.S. Retail Investor Edition. Among…...
Americans Without Children Are Less Confident About Retirement
3+ week, 4+ day ago (330+ words) Americans without children are least likely to feel confident in their ability to meet their retirement savings goal (54%), compared to Americans with kids (72%). Among parents, those with one to two children (74%) are more likely to feel confident versus those with…...