SEC Reports Second-Biggest FY Fine Total Ever
Enforcement results for Fiscal Year 2023 show 784 enforcement actions and obtained orders for nearly $5 billion in financial remedies and distributed almost $1 billion to harmed investors.
Recent Retirement Planning News
Ohio National Rebranded as AuguStar Life, AuguStar Retirement
In addition to offering individual life products, owner Constellation Insurance also announces the entry of AuguStar Retirement into the annuity marketplace.
Americans Say They Need This Much to Retire Comfortably
Northwestern Mutual Planning & Progress Study finds expected retirement age climbs significantly in two years to from 62.6 to 65.
Investor Satisfaction with Financial Advisors Falls with Markets, J.D. Power Finds
Lack of comprehensive advice and personalized financial planning leaves wealth managers stuck in co-dependent relationship with market returns.
IRI’s 2023 Annual Conference Opens with Award Winners and Record Attendance
The Insured Retirement Institute kicked off its conference in Miami today.
8 Ways SECURE 2.0 Act of 2022 Enhances Retirement Security
Nonprofit Transamerica Institute and TCRS spotlight the importance of the new retirement reform legislation.
ACLI Voices Support for Congress Passing SECURE 2.0, RILA Reforms
President and CEO Susan Neely says Congress helped millions of workers save for retirement by passing the substantial measures.
14 IRI-Advocated Provisions Included in SECURE 2.0 Legislation
Congress to vote this week on Omnibus Appropriations Legislation with significant retirement savings reforms
Northwestern Mutual Leads Industry in Forbes’ Ranking of ‘Top Financial Security Professionals’
The company’s advisors represent more than one quarter of the honorees on Forbes' just-released 2022 "Top Financial Security Professionals" list
NAIFA’s Congressional Conference takes advisors’ grassroots influence to Capitol Hill
Meetings with lawmakers and staff share advisors' Main Street stories with policymakers whose decisions impact the financial security of American families and businesses.
House expected to pass SECURE 2.0 on Tuesday
The “Securing a Strong Retirement Act of 2022” scheduled for a House vote on Tuesday, which would send the bipartisan retirement reform bill to the Senate.