Tagged: retirement

February 15, 2026 @ 10:10 pm By Omar Faridi  |  

In a period of increasing economic uncertainty, building a secure retirement requires effective strategies to manage daily activities, market fluctuations, and tax implications. Recent analyses shared by online pension provider PensionBee highlight how everyday spending patterns, like subscription services, can undermine long-term savings. PensionBee also… Read More

January 28, 2026 @ 7:32 pm By Omar Faridi  |  

In an effort to democratize retirement investing in alternative assets, Alto IRA has unveiled significant advancements that underscore its commitment to bridging the gap between individual savers and private markets. As a self-directed IRA custodian managing nearly $2 billion in assets for over 30,000 investors… Read More

January 26, 2026 @ 10:47 am By Omar Faridi  |  

Betterment has joined forces with fintech firm Capitalize. This collaboration introduces advanced technology to make transferring old employer-sponsored retirement accounts easier and more efficient for investors. The partnership centers on embedding Capitalize’s Rollover API directly into Betterment’s user-friendly platform. This integration enables customers to effortlessly… Read More

January 24, 2026 @ 10:41 am By Omar Faridi  |  

Recent analyses from PensionBee shed light on persistent challenges in the US retirement system, including overlooked accounts, hidden charges, and innovative solutions to streamline savings. These insights underscore the importance of proactive management amid rising job mobility and economic shifts. PensionBee pointed out that one… Read More

December 16, 2025 @ 6:23 pm By Omar Faridi  |  

Betterment at Work, a provider of modern, scalable 401(k) plans for growing businesses, today launched the fifth installment of its annual Retirement Readiness Report. The report reveals that nearly half (48%) of U.S. workers believe they’ll need “at least $1 million to retire comfortably—up from… Read More

November 26, 2025 @ 12:06 am By Omar Faridi  |  

The UK Retirement Confidence Index from Nucleus, the independent adviser platform group in the United Kingdom, shows only one in four UK adults are confident they’ll have “enough money to live comfortably” in retirement. Other key research findings include: Amidst all the speculation over the… Read More

November 24, 2025 @ 4:12 pm By Omar Faridi  |  

Up to 2 million retirement accounts could now reportedly be at significant risk of automatically rolling over into Safe Harbor IRAs every year. Recent research shared by PensionBee indicates that millions of US consumers may be unknowingly “jeopardizing their retirement security” when they change up… Read More

November 14, 2025 @ 7:53 am By Omar Faridi  |  

Bank of America (NYSE: BAC) is launching 401k Pay, a solution designed to convert 401(k) account assets into a retirement income. Offered starting from November 17 to the company’s corporate plan sponsor or plan participant clients, the digital solution provides 401(k) recordkeeping, deposit options and… Read More

October 31, 2025 @ 9:15 am By JD Alois  |  

The Trump administration has set a policy to expand options for individuals’ 401(k) retirement accounts, as outlined in an Executive Order. This will mean that savers will be able to expand their investments into alternative assets such as private securities and crypto. Financial analysts see… Read More

October 25, 2025 @ 9:14 pm By Omar Faridi  |  

PensionBee noted that it helps with making it simpler to consolidate older 401(k)s and IRAs into a more transparent account so clients are able to see exactly where they might stand. According to an update from PensionBee, many rollovers tend to occur automatically, but if… Read More

October 19, 2025 @ 10:06 pm By Omar Faridi  |  

Blue Owl Capital Inc. (NYSE: OWL), an alternative asset manager, has recently announced the appointment of Greg Porteous as Managing Director and Head of Defined Contribution Retirement Solutions. In this role, Porteous will be responsible for spearheading Blue Owl’s ongoing efforts to expand access to… Read More

October 18, 2025 @ 10:26 am By Omar Faridi  |  

Crypto exchange Gemini (NASDAQ:GEMI) noted that on September 30, 2025, the US Securities and Exchange Commission (SEC) announced that certain state-chartered trust firms may serve as custodians for digital assets, referencing the Investment Company Act and Advisers Act. Gemini pointed out that the statement went… Read More

October 12, 2025 @ 1:28 pm By Omar Faridi  |  

There appears to be an escalating conflict in the retirement savings industry, according to an update from the New York Times. Fintech startups are developing tools that allow independent financial advisers to directly manage clients’ 401(k) accounts—such as rebalancing investments—without the traditional barriers imposed by… Read More

September 23, 2025 @ 8:36 am By Omar Faridi  |  

Everyday expenses are squeezing the life out of long-term planning, as a new report from UK’s online pension provider PensionBee reveals that over half of UK consumers are staring down retirement with growing unease. Released on 17 September 2025, the research findings paint a troubling… Read More

August 21, 2025 @ 8:16 am By Omar Faridi  |  

Phoenix Group, one of the UK’s long term savings and retirement businesses, announces a £75 million private debt investment with Worley, a  global professional services company of energy, chemicals and resources (ECR) experts. This deal reportedly marks Phoenix’s first private transaction with “an Australian counterparty,… Read More

August 20, 2025 @ 11:59 pm By Omar Faridi  |  

PostFinance, one of Switzerland’s financial institutions, has recently announced updates that reflect its efforts to navigate an evolving economic environment while continuing to serve its 2.5 million customers with various financial solutions. These updates include the introduction of retirement funds to its product range, a… Read More

August 4, 2025 @ 11:29 am By Omar Faridi  |  

UK’s online pension provider PensionBee noted that the Department for Work and Pensions has this morning published annual statistics on workplace pension participation and savings trends: 2009 to 2024. PensionBee also mentioned that the statistics showed that rates of “participation in Auto Enrolment have remained stable… Read More

July 26, 2025 @ 1:48 pm By Omar Faridi  |  

Online pension provider PensionBee has recently made key announcements focused on commercial partnerships and its advocacy for pension reform, reinforcing its mission to simplify pensions and promote financial wellness. The company’s latest developments include an extended sponsorship with Brentford Football Club, a call for action… Read More

July 17, 2025 @ 11:00 am By JD Alois  |  

According to a report in WSJ.com, 401(k)s will soon be able to hold private securities. As defined benefit plans have declined in the US, 401(k)s have emerged as the top retirement vehicle for workers. Investors are limited in how much they can dedicate to a… Read More

July 10, 2025 @ 9:56 am By Omar Faridi  |  

The US retirement landscape is facing a critical challenge, according to new data from PensionBee’s Q2 Happy Retirement Report, revealing stark deficiencies in savings that threaten financial security for millions. Conducted between May 9 and May 13, 2025, by Attest with 1,000 respondents aged 18… Read More