Retirement 3 March 2026 - 1 May 2026

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

T. Rowe Price shares rose 0.7% to $104.60 midday Tuesday after announcing a retirement-income partnership with Transamerica and TIAA. Assets under management climbed to $1.83 trillion in April, but net outflows reached $10.6 billion for the month. The firm set a $1.30 quarterly dividend, payable June 29. Veiel took over as president, keeping his CIO and co-head roles.
June 2, 2026
Legal & General Wins FCA Approval in Pension Cash Push as L&G Shares Climb
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Legal & General Wins FCA Approval in Pension Cash Push as L&G Shares Climb

Legal & General has received FCA approval to offer targeted support to workplace pension savers, starting with members holding all savings in cash. The move follows the UK’s new targeted-support regime, which allows firms to make tailored suggestions to groups of consumers. L&G’s tests showed high engagement with its new communications. Shares rose 1.87% to 256.40 pence, outperforming a weaker FTSE 100.
May 1, 2026
OPM 1099-R delays leave federal retirees scrambling as lawmakers press Trump administration
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OPM 1099-R delays leave federal retirees scrambling as lawmakers press Trump administration

Federal retirees say they have not received required 1099-R tax forms from the Office of Personnel Management and cannot reach live agents for help, according to Democratic lawmakers. OPM shifted many retirees to digital delivery by default, but some report delays and phone line issues as tax deadlines approach. Lawmakers are seeking data on mailing status, call wait times, and OPM’s plans to improve service.
March 3, 2026