The Wealth Advisor

Contributor

The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

'The Key is Participation' When it Comes to Retirement Savings: Advisor

Last year turned out to be a challenging one for retirement savers. Average balances for 401(k) and IRA accounts declined over 20% in 2022.

Workers Must Plan on Social Security Shortfall When Retirement Planning, Advisers Say

A new report on Social Security has rattled some Americans especially those in their 50s wondering how much in benefits they’ll get during retirement.

Principal® Meeting Rising Demand for Personalized Retirement Investment Strategies With New Hybrid QDIA

Principal Financial Group® launched new hybrid qualified default investment alternative to help meet growing demand for personalized strategies.

26% of 401(k) Plan Participants Contribute 3% or Less

Plan participants contribute 3% or less of their earnings. That's a problem.

Has the Litigation Pendulum Swung Back to Plan Sponsors?: NAPA 401(k) Summit

Flood of lawsuits from plaintiff’s bar continues at unprecedented rate, NAPA 401(k) Summit debated whether successes of plan sponsors may stem tide.