Stories by Linda Park
Retirement · 12h ago
GLP-1 costs push 54% of users to alter finances, Nationwide survey finds
Retirement · 13h ago
Cerulli: Pre-retirees demand flexibility, guarantees, and advisor-led planning in DC plans
Retirement · 13h ago
2027 Social Security COLA forecast at 3.6% prompts advisors to reassess retirement income plans
Retirement · 1d ago
Retirement assets hit $51.2T, but advisors shift focus to spending strategies
Retirement · 2d ago
Gen X and Millennials See Retirement System as Outdated, Athene Survey Finds
Retirement · 3d ago
Cerulli: Only 10.2% of wealth clients come from DC plans as conversion gaps persist
Retirement · 3d ago
Alto's Forge Trust acquisition creates $20B self-directed IRA custodian
Retirement · 3d ago
Gallagher: Only 23% of U.S. Workers Have an Advisor-Built Financial Plan
Retirement · 3d ago
Pooled employer plans draw 48% interest from small firms as state mandates loom
Retirement · 3d ago
Northwestern Mutual study: 73% prefer home care, but 54% lack long-term care plans
Retirement · Oct 5
Fee-only RIAs still struggle to fold annuities into their practices
Retirement · Oct 5
Dunham: Longer Retirements May Turn Wealth Transfer Into a Mirage
Retirement · Oct 1
Prudential survey: 86% of older Americans fear spending retirement savings
Retirement · Oct 1
TIAA survey: 53% fear outliving savings as longevity math shifts
Retirement · Oct 1
Guardian study: Americans' retirement optimism collides with weak financial health
Retirement · Sep 30
Private credit's growing role in annuities draws scrutiny as defaults hit record
Retirement · Sep 30
Goldman Sachs: Household Costs Reshape Retirement Saving Economics
Retirement · Sep 29
Treasury to auto-open Trump Accounts for 60 million children starting Oct. 1
Retirement · Sep 29
Medicaid's state-by-state divide reshapes long-term care planning for affluent families
Retirement · Sep 28
Pandemic fatigue drives business owners to sell, Wilmington Trust says
Retirement · Sep 28
Pontera launches non-discretionary 401(k) advice tool amid Fidelity access restrictions
Retirement · Sep 25
U.S. drops to 24th in Natixis retirement index as debt, inflation bite
Retirement · Sep 24
CFP Board poll: 78% of planners field Social Security solvency questions
Retirement · Sep 24
Vestwell hits $200M ARR and profitability as it powers 750,000 employer retirement plans
Retirement · Sep 23
Proposal Would Let Blue-Collar Workers Claim Full Social Security at 60
Retirement · Sep 22
CFA study: 10% private equity in 401(k) TDFs boosts wealth 13%
Retirement · Sep 21
Lawmakers Seek FBI Probe of Suspect Comments on DOL 401(k) Alts Rule
Retirement · Sep 21
U.S. retirement assets reach $51.2T in Q2 as IRA, 401(k) balances surge
Retirement · Sep 21
Federal Interest Costs Near $1.4T as NSPC Warns of Debt Spiral
Retirement · Sep 18
JPMorgan Study: Investment Withdrawals Now Fund 6.8% of U.S. Spending
Retirement · Sep 18
Solo Aging Survey: 72% Lack Confidence in Retirement Plans
Retirement · Sep 18
Schroders poll: retirement income gap widens as AI fears mount
Retirement · Sep 17
Survey: 84% of Americans want retirement control, but only 40% know their investments
Retirement · Sep 17
House passes ESOP valuation bill with 401-14 vote, sending measure to Trump
Retirement · Sep 17
T. Rowe Price study: DC advisors deploy AI, eye private credit
Retirement · Sep 16
SS&C Black Diamond expands annuity marketplace with Jackson, Protective
Retirement · Sep 15
Student loan debt cuts 401(k) balances by 45% for workers in their 40s, EBRI finds
Retirement · Sep 14
Carta data: Equity grants alone fail to secure retirement for startup workers
Retirement · Sep 14
Great Gray and iCapital team up to bring private markets CITs to 401(k) plans
Retirement · Sep 10
Trump's $500 ACA Rebate: A Political Gesture With Minimal Client Impact
Retirement · Sep 10
PEP growth outpaces employer fiduciary awareness, Travelers expert warns
Retirement · Sep 9
Edelman Financial Engines, ADP launch 3(38) fiduciary bundle for small plans
Retirement · Sep 8
Annuity sales hit $121.2B in Q2 2026, first-half record $228.7B
Retirement · Sep 4
Private-market CIT debuts for 401(k)s as fee pressure mounts
Retirement · Sep 4
ACLI survey: 62% of middle-class households lack a long-term care plan
Retirement · Sep 3
PEPs: Advisors Should Lead with Fiduciary Value, Not Just Cost
Retirement · Sep 3
Fidelity reports record retirement balances in Q2 2026 as small-business plans surge
Retirement · Sep 2
Samsung Life in talks to buy 15% of Principal, becoming top shareholder
Retirement · Aug 31
HSA participation hits 83% in 2025, but investment and retirement use lag
Retirement · Aug 28
Retirement crisis concern hits 80% as debt and inflation erode savings confidence
Retirement · Aug 27
Fidelity survey: 84% of parents now save for college, up from 74% in 2024
Retirement · Aug 27
Middle-class retirement savings lag as debt, inflation, caregiving bite
Retirement · Aug 26
Retirement plan defaults still rely on age-based target date funds, fiduciary says
Retirement · Aug 21
Cerulli: 69% of Retirees Without Plans Face High Financial Stress
Retirement · Aug 21
Principal Data: 401(k) Balances Jump 9.6% in Q2 2026 as Roth Adoption Surges
Retirement · Aug 20
Treasury proposes 0.1% fee cap, index rules for Trump Accounts
Retirement · Aug 20
Survey: 80% of Americans Want Social Security Reform, Yet Most Lack Plans
Retirement · Aug 19
Pontera adds non-discretionary 401(k) advice workflow as retirement platform expands
Retirement · Aug 19
HSA Balances Hit Record $5,532, Yet Most Holders Still Keep Funds in Cash
Retirement · Aug 19