Born from 1997 to 2012, Generation Zers have often been called the most ethnically diverse generation who have grown up entirely with modern technology. But as they begin to enter the workforce, what impact will they have on the retirement industry and what expectations do they bring to the table... READ MORE

The Morningstar Retirement group within Morningstar Investment Management LLC, and ADP Retirement Services, have partnered together to offer more employees—regardless of the size of their employer—access to personalized retirement investment and savings advice through managed accounts. According... READ MORE

Independent RIA firm SageView Advisory Group on Aug. 14 announced the commencement of the next phase of its growth vision with a focus on driving expansion in wealth management. According to the firm’s announcement, Randy Long, who founded SageView in 1989, has been appointed to the role of... READ MORE

Based on the latest consumer price data released Aug. 10, The Senior Citizens League (TSCL) estimates that the Social Security cost of living adjustment (COLA) for 2024 is looking increasingly like it may be around 3%.   Overall, the rate of inflation in July is significantly lower than a year ago... READ MORE

To attract and retain talent in a tight labor market while helping employees address sky-rocketing costs, a new study finds that U.S. employers are pursuing innovative new ways to improve their employee benefit plans.   One such option, according to the Goldman Sachs Ayco 2023 Benefits &... READ MORE

Legislation to encourage retirement savings by fostering the growth of S corporations that are owned by Employee Stock Ownership Plans (S-ESOP) has been introduced in both the House and Senate. Sen. Ben Cardin (D-Md.), Chair of the Senate Small Business Committee and a senior member of the Senate... READ MORE

After having been paused at the start of the COVID pandemic, federal student loan repayments are set to resume later this year, forcing many to consider cutting back on spending and saving for retirement.   That apparently is the reality now faced by nearly 44 million federal student loan... READ MORE

The differences between low-income and high-income older workers’ retirement accounts were greater in 2019 than in 2007, according to a new analysis by the Government Accountability Office (GAO). Known as Congress’ investigative arm, GAO’s analysis of Survey of Consumer Finances (SCF) data on... READ MORE

To better support retirement savers, Vanguard and the Retirement Clearinghouse (RCH) announced that they are expanding their relationship to include services to individual retirement account (IRA) holders. According to the announcement, the expanded collaboration by the two firms will help... READ MORE