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In network coverage since October 6, 2026 · 16+ stories

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income

Capital Group paper lays out 4% to 5.5% withdrawal rates for target-date funds

The framework models a 30-year retirement, with fixed annual withdrawals starting at 4% to 4.5% and variable withdrawals at 5% to 5.5%.

advisers · Oct 22Morgan Stanley survey: 45% of sponsors rank 401(k) education among their top three concerns

practice · Oct 20Michael Kitces: AI's main effect will be deeper client engagements

plans · Oct 20Invested assets top half of HSA market for first time, Devenir finds

book · Oct 20Devenir: 52% of HSA assets were invested by June 30

advisers · Oct 19Transamerica survey finds 64% of auto-enrolling healthcare plans miss the full employer match

exit · Oct 16MarshBerry tallies record 294 U.S. wealth advisory deals through September

practice · Oct 16Nationwide survey: 56% of investors anxious about midterms' effect on savings

income · Oct 14Cerulli finds no single DC income preference dominates; Guardian cites 64% guaranteed-income confidence

practice · Oct 13FINRA Q4 agenda lists 21 priorities and four SEC rule proposals

plans · Oct 12Alight's 401(k) index shows light Q3 trading despite September Fed hike

plans · Oct 9TIAA retirement solutions CEO Kourtney Gibson steps down

plans · Oct 8Plan terminations were 66% of first-half U.S. pension risk transfer deals, October Three says

book · Oct 7Harris poll: 85% of workers 40–61 find guaranteed monthly retirement income appealing

income · Oct 7Harris Poll: 85% of workers 40-61 rate guaranteed monthly income appealing; 23% own annuities

advisers · Oct 6Cerulli and Morningstar find firms spending to turn DC plan participants into wealth clients

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