401k Specialist

Bobby Bonilla joined Nuveen and Principal Financial Group at Wednesday’s Major League Baseball game between the Baltimore Orioles and Chicago White Sox to discuss what guaranteed lifetime income can mean for everyday Americans saving for retirement.

Nuveen, Principal Expand Product Access on Bobby Bonilla Day Nuveen, Principal announce expanded guaranteed income product access at July 1 Camden Yards MLB game on ‘Bobby Bonilla Day’

Sanford Heisler Sharp McKnight, LLP has accused Parsons Financial Corporation of breaching its fiduciary responsibilities under ERISA by retaining a low performing fund in its retirement plan for over a decade.

Sanford Heisler Sharp McKnight Files $28M ERISA Suit The law firm is known for filing class action ERISA lawsuits against UnitedHealth Group and General Electric.

The Insured Retirement Institute (IRI) and the American Council of Life Insurers - ACLI issued their support for the Consumer-Led Enhancement of Annuity and Insurance Registration Forms Act.

IRI and ACLI Applaud CLEAR Forms Act Two industry groups are backing a new bill that would revert mandating annuities and life insurance products to register as securities.

Dr. Jason Fichtner breaks down the shocking 2026 Social Security Trustees report, explaining the 2032 insolvency timeline and the rising urgency of DC retirement income options.

2026 Social Security Trustees Report Insights: Jason Fichtner

Tailoring resources to participants' career stages, along with access to lifetime income options, could help them better prepare.

401(k) Savers Unprepared for Retirement Plan Withdrawals Tailoring resources to participant’s career stages, along with access to lifetime income options, could help participants better prepare.