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Do Defaults Limit Consumer Response to Rainy-Day Funds?

Nov 25, 2020

With the financial pressures facing many Americans during the COVID-19 pandemic, one of the most pressing questions has been how active everyday savers and investors should be in managing their money.

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401(k) Defaults Linked with Lower CARES Act Withdrawals

Nov 24, 2020

Many financial professionals agree one of the benefits of the CARES Act of 2020 has been the ability of 401(k) plan participants to take early withdrawals without penalty in order to compensate for income shortfalls in other areas.

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Do Variable Annuities Belong in a Retirement Plan?

Nov 23, 2020

In resolving the puzzle of retirement income for many older Americans, some experts and advisors are examining the potential benefits and drawbacks associated with guaranteed-income products.

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American Banker Podcast - Access Denied: Representation

Nov 23, 2020

Despite the fact that an increasing number of Black professionals are making their way into the financial services industry, many feel much progress remains to be made.

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The Social Security Trust Funds, Explained

Nov 22, 2020

Many Americans at or near retirement are counting on Social Security benefits to be a major source of guaranteed income during their retirement years, but with the status of those benefits uncertain, people across the spectrum aren’t sure if they can count on the government to deliver.

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Getting to the Medicare Finish Line

Nov 20, 2020

Maintaining healthcare benefits is one of the primary concerns facing many Americans at or near retirement—and they shouldn’t assume it will be a smooth transition.

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