The most notable addition to the plan is the Premium Offset feature, which reduces the direct premium-paying burden over time ...

Qualified retirement planning has entered a new era. While target-date funds have simplified investing for millions of Americans, they fall short on one critical front: income certainty. As retirees ...

Understanding that their need for stable income won’t change — even if the candles on their birthday cake hit triple digits — many people are turning to what’s known as the 100-year life plan. Though ...

Retirees increasingly want paychecks that feel as reliable as their old salaries, yet many are discovering that Social Security alone will not cover the lifestyle they worked for. The good news is ...

In an exclusive interview, Vitera’s new CEO, Rebecca Tadikonda, explains the firm’s recent share class launch, market demand and re-branding. Vitera LLC, previously known as Annexus Retirement ...

Using guaranteed income, like Social Security, to pay everyday bills may save me from withdrawing from retirement accounts before I'm ready. Given the work that needs to be done to secure Social ...

The MSQ 5ForLife Balanced Fund will be available to employers who have MissionSquare retirement plans and are permitted by law to invest using collective investment trusts. MissionSquare Retirement ...

On September 23, 2025, the Employee Benefits Security Administration (“EBSA”) of the Department of Labor (“DOL”) issued Advisory Opinion 2025-04A 1 (the “Opinion”) to AllianceBernstein L.P. (the ...

The idea of humans living to age 100 used to be the realm of fairy tales and science fiction. While it’s still not a common reality, advancements in healthcare are making it increasingly possible. But ...