Fidelity Investments® Q1 retirement analysis revealed that 401(k) savings rates hit a record high, driven by a milestone employee contribution rate of 9.5 percent, and an employer contribution … more Fidelity®: Retirement Savings Rates Reach Record in Q1
Reference Section
White House Budget Forecasts Strong HECM Performance
The Trump Administration released appendices to its Fiscal Year 2026 proposed budget (page 479) this week that predicted strong economic numbers for the Home Equity Conversion Mortgage program … more White House Budget Forecasts Strong HECM Performance
FHA Implements Multifactor Authentication for FHA Connection
The Federal Housing Administration implemented a new phishing-resistant multi-factor authentication (MFA) for its FHA Connection (FHAC) system. The phishing-resistant MFA is available now to all FHAC users and … more FHA Implements Multifactor Authentication for FHA Connection
MISMO Releases Reverse Mortgage Origination Standards
MISMO®, the real estate finance industry’s standards organization, announced the new MISMO Version 3.6.1 Reference Model has reached “Candidate Recommendation” status, which means that they have been thoroughly … more MISMO Releases Reverse Mortgage Origination Standards
Federal Reserve Publishes Household Economic Well-Being Report
The Federal Reserve Board published its “Economic Well-Being of U.S. Households in 2024” report, which examines the financial circumstances of U.S. adults and their families.The report draws from … more Federal Reserve Publishes Household Economic Well-Being Report
Member Spotlight: Renee Duval, Bookend Lending, LLC
To help our members get to know one another, NRMLA publishes periodic member spotlights featuring professionals from across the reverse mortgage ecosystem. Meet Renee Duval, a loan officer … more Member Spotlight: Renee Duval, Bookend Lending, LLC
Key Takeaways on Trusts and HECMs
Thank you to everyone who participated in last week’s webinar on trusts, POAs, conservatorships, and life estates. Education Committee Co-Chair Chris Downey interviewed trust attorney Paul Lovegrove for … more Key Takeaways on Trusts and HECMs
Why Proprietary Reverse Mortgages Matter
Proprietary reverse mortgages have been around for years, but they’ve become increasingly more important to the future growth of the reverse mortgage industry because of the innovative ways … more Why Proprietary Reverse Mortgages Matter
Financial Planning Association Publishes Retirement Readiness Report
The Financial Planning Association®—with support from Finance of America—released the 2025 Trends in Retirement Planning survey report, which provides a look at the evolving challenges and priorities shaping … more Financial Planning Association Publishes Retirement Readiness Report
Edelman Survey Yields Interesting Retirement Perspectives
A new survey conducted by investment advisory firm Edelman Financial Engines reinforces a trend in how Americans think about retirement: specifically, they imagine these years to be more … more Edelman Survey Yields Interesting Retirement Perspectives
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