Retirement 3 March 2026 - 1 May 2026

T. Rowe Price Gains as Retirement-Income Effort Gets First Major Test
····

T. Rowe Price Gains as Retirement-Income Effort Gets First Major Test

T. Rowe Price Group shares added around 0.7% to $104.60 by midday Tuesday on Nasdaq. The move came as investors reacted to a new retirement-income partnership with Transamerica and TIAA while watching the company’s mixed client flows. Shares were changing hands between $103.70 and $105.22. Volume was tracking under the usual level. Assets under management are in focus. T. Rowe Price said AUM reached $1.83 trillion at April’s close, up from $1.71 trillion at the end of March. Despite that climb, there were $10.6 billion in net outflows for April, the firm reported. About two-thirds of its client assets tie to retirement plans.
June 2, 2026
Legal & General Wins FCA Approval in Pension Cash Push as L&G Shares Climb
···

Legal & General Wins FCA Approval in Pension Cash Push as L&G Shares Climb

Legal & General Group Plc just got the green light from the Financial Conduct Authority to offer targeted support, a move that lets the FTSE 100 insurer and asset manager provide more tailored guidance to workplace pension savers. Initial rollout targets members with pension savings entirely in cash—a segment especially exposed when growth stalls for long stretches, putting retirements at risk. The firm said the upgrade means it can tailor communications better for defined contribution workplace savers. In DC schemes, what members get at retirement hinges on what they pay in and how those investments perform, not a set payout tied to salary.
May 1, 2026
OPM 1099-R delays leave federal retirees scrambling as lawmakers press Trump administration
···

OPM 1099-R delays leave federal retirees scrambling as lawmakers press Trump administration

James Walkinshaw and Frank Pallone, both Democrats, on Monday pressed the Trump administration for answers after federal retirees complained about missing 1099-R tax forms from the U.S. Office of Personnel Management—and no way to get a live agent on the line. The lawmakers warned that retirees without these forms could wind up filing late, racking up IRS penalties or even missing out on refunds. As tax deadlines draw near, complaints are piling up. The 1099-R form shows a retiree’s yearly annuity income; if the form doesn’t arrive by mail, OPM points retirees to Retirement Services Online, its retirement account portal, to download it.
March 3, 2026