Secure 2.0 is still being hashed out, but it’s likely to include provisions that increase the number of plan sponsors that use auto enrollment. This would send more assets to target-date products.

The vast majority of Americans should wait until the age of 70 to collect benefits, but only 10.2% do, according to a recent paper from the National Bureau of Economic Research.

Plan participants want guaranteed income options, a survey finds. But certain barriers are preventing some recordkeepers from putting them on their platforms.

Recent changes could force wealthier retirees to pull money faster from IRAs and result in higher taxes, so for some retirees pulling more money now could be beneficial and planning long-term is essential, retirement experts say.

In a letter to Fidelity CEO Abigail Johnson, Democratic senators says the implosion of the crypto exchange shows the prominence of “wunderkinds, opportunistic fraudsters and self-proclaimed investment advisors” in the crypto space.

“People are going to find themselves increasingly responsible for their own long-term financial well-being. There has never been a time when you’re needed more than now,” says Age Wave founder and CEO Ken Dychtwald.

“The most important thing to do as an advisor is listen and ask really open-ended questions,” says Majdah AlQuhtani, founder of Altus Wealth Management.

More than half of baby boomer, Gen X and millennial workers start investing through a 401(k) plan, but only 37% of Gen Z workers do, according to a recent survey.

Few participants invest in environmental, social and governance–themed options when they have the chance, and many do so simply for diversification, new research finds.

A roundup of key updates from major broker-dealers, registered investment advisors, custodians and other distributors.