Kate Henry and Mike Walsh have been named co-presidents of the Northeast region of insurance broker and consultant NFP. They succeed Bill Austin, who will head the company’s expansion efforts in South Florida. Henry was formerly Northeast regional managing director ...

The Great Retirement, or the surge in U.S. retirements during the Covid-19 pandemic, was led by older White women without a college education, according to research by the St. Louis Federal Reserve. The so-called Great Retirement trend that saw workers ...

Americans who were dreading the burden of resuming student-loan repayments in February got a reprieve from President Joe Biden, but they aren’t feeling entirely at ease yet. “That’s a huge relief for now. But it still interrupts my ability to ...

Bipartisan House lawmakers introduced legislation Monday that would help workers keep track of their retirement plans as they change jobs and expand access to workplace plans, among other reforms. The Retirement Improvement and Savings Enhancement Act establishes an online “Retirement ...

New York Gov. Kathy Hochul signed legislation Thursday requiring private-sector employers that don’t provide their workers with a retirement plan to enroll them in the state’s auto-IRA program, the Secure Choice Savings Plan. The low-cost plan gives employees the freedom ...

AT&T saw a big win in a five-year-old lawsuit over its 401(k) plan, with a federal judge on Sept. 28 granting summary judgment in the company’s favor. In 2017, the telecommunications giant was sued in U.S. District Court in Central ...

Whether it’s Mary Beth Franklin’s podcasts and columns, Ed Slott’s webcasts, Fred Barstein on retirement plans, or any of the top-notch reporting by Emile Hallez. The reason is clients always have questions and insecurities, according to Natixis’ Global Retirement Index ...

Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients. Wednesday, the House Ways and Means Committee approved on a mostly ...

Retirement giant Captrust Financial Advisors has launched a turnkey program for small retirement plans in conjunction with T. Rowe Price and National Benefit Services. Called Direct Fiduciary, the program outsources administrative and investment fiduciary responsibilities, with Captrust providing Section 3(38) ...

UBS advisers using the firm’s retirement plan manager advisory program now will be able to tap a Transamerica service that’s designed to reduce the administrative burdens for small businesses that offer retirement plans. Called Retirement Plan Exchange, the service uses ...