Pension Funds News and Retirement Investment & Fund Management Updates
Washington general obligation bonds win AA rating as fiscal pressures weigh on outlook
Washington is securing a high-grade credit assessment for $1.5 billion of general obligation bonds while facing a more cautious view on its finances. The negative outlook highlights pressure from ...
U.S. Treasury releases annual Social Security and Medicare trustees reports
Federal officials are publishing the latest annual assessments of the financial outlook for Social Security and Medicare after a meeting of the programs' boards of trustees. The reports are ...
UK retirement planning data highlight longevity, drawdown and state pension risks
Retirement planning in the UK is becoming more complex as defined contribution pensions replace more predictable sources of income. That shift leaves individuals more exposed to investment, ...
UK pension planning gains urgency for Britons working abroad
Recent changes to UK tax rules are making pension planning more important for Britons who work overseas or intend to retire abroad. Advisers say poor preparation can lead to unexpected tax charges ...
UK pension savers rethink estate planning as inheritance tax changes widen exposure
UK savers are reassessing how pensions fit into estate planning before inheritance tax changes take effect from April next year. The shift brings unused pension pots back into the tax net for ...
Justice Department union corruption case ends in racketeering convictions
A federal jury has convicted four former Boilermakers Union officials and associates over a long-running scheme that diverted union dues into no-show jobs, luxury travel, personal spending, and an ...
Trump Accounts open Roth IRA pathway for children's retirement savings
Ahead of their launch next month, Trump Accounts are drawing millions of sign-ups from families seeking a new tax-advantaged savings option for children. Financial planners say the structure could ...
U.S. lawmakers urge Labor Department to drop crypto 401(k) proposal
A push to widen access to alternative assets in U.S. retirement plans is drawing sharp opposition from senior Democratic lawmakers in Congress. They warn that including crypto and other less ...
U.S. lawmakers seek to block Labor Department rule on crypto in 401(k) plans
A dispute over retirement-plan investment standards is intensifying as U.S. lawmakers challenge a Labor Department proposal that could widen access to alternative assets in 401(k) accounts. The ...
24-state coalition opposes DOL proposal to ease alt-asset access in retirement plans
A coalition of attorneys general and labor officials from 24 states is opposing a U.S. Department of Labor proposal that would make it easier for 401(k) and other retirement plans to include ...
UK youth inactivity threatens long-term pension savings
Rising numbers of young people outside work, education and training are increasing the risk of weaker long-term retirement savings in the UK. Pension specialists say delayed entry into employment ...
Fidelity report shows 401(k) balances decline as hardship withdrawals rise
Retirement savers face weaker account values at the start of 2026 as market turbulence and household cost pressures weigh on long-term savings. Fidelity says first-quarter data also shows more ...
Louisiana refunding bonds win AA rating from KBRA
Louisiana is tapping the municipal bond market with its Series 2026-B general obligation refunding bonds as investors weigh the state's fiscal position against structural economic risks. KBRA ...
AM Best keeps stable outlook for UK life insurance segment
Supportive interest rates and sustained pension risk transfer activity continue to underpin the UK life insurance market. Small to medium-sized transactions remain central to the segment, while ...
Apollo faces union scrutiny over alleged use of firm resources for Rowan political work
Union pressure on Apollo Global Management is intensifying after pension-linked labor groups challenged whether chief executive Marc Rowan used company resources for personal political advocacy. ...
UK pensions commission warns self-employed retirement saving gap is widening
Britain's pension system is leaving millions at risk of inadequate retirement income, with pressure building ahead of an interim review due on Tuesday. The warning is especially acute for ...
UK gilt market vulnerabilities deepen as debt and hedge fund leverage raise systemic risks
Mounting debt burdens and a changing investor base are increasing concerns about the resilience of the UK government bond market as yields remain elevated. The pressure extends beyond gilts, with ...
Senate Democrats press Treasury, SEC over private credit risk oversight
Concerns over oversight of the fast-growing private credit market are intensifying as U.S. regulators face scrutiny over whether deregulation is increasing financial system vulnerabilities. ...
U.S. Treasury discusses life insurance regulation with state commissioners
Federal and state regulators are stepping up coordination on risks and rulemaking in the U.S. life insurance sector. The talks cover private credit market developments, the transfer of life and ...
Trump administration expands retirement plan access with up to $1,000 annual match
The White House is moving to widen retirement savings access for workers whose employers do not offer a plan, extending a policy push that Trump first outlined in February. The executive order ...
El Paso general obligation bonds gain AA+ rating from KBRA, outlook remains stable
El Paso enters the 2026 bond market with a new AA+ rating on its general obligation refunding and improvement bonds as the city maintains a stable credit outlook. The rating action also keeps the ...
