News

Even US workers with access to retirement plans reported a median amount of $955 in savings in those plans, according to an analysis of Census Bureau data.  

The legislation would extend the filing deadline by nearly three months and expand the current electronic filing process.

FINRA elects chair of its National Adjudicatory Council; Prosperity Life Group names its president of retail life and annuity; and...

The new law requiring pharmacy benefit managers to explain prescription drug costs could impact a key factor in retirement readiness.

ISS Market Intelligence acquires family office data platform; Alphathena and Evergreen Wealth will deliver tax-aware direct indexing; and more. 

Employees who invested in target-date funds were 13 percentage points more confident in reaching retirement goals than those who did...

Analysis of 401(k) settlements raises questions about who really benefits from ERISA litigation.

An appellate court ruling settled a lawsuit over whether a retired worker had properly changed his beneficiary. 

Active management and diversification may help build resilience against portfolio risk.

CAPTRUST grows in Kansas City with Meritage Portfolio Management acquisition; Cetera strengthens RIA platform with Plains Wealth Management; Merit Financial...

As artificial intelligence-powered tools become more common among advisers, two recently published surveys still found many skeptics and holdouts.

The legislation is likely to face Democratic opposition. 

Former Department of Labor officials and industry groups filed briefs opposing the current DOL’s position in litigation over the pension...

Only 40% of Nationwide survey respondents said they were on track with their retirement budget and decumulation plan.

Nearly two-thirds of the bureau’s closed civil investigations produced monetary results last year.

Fiduciaries overseeing self-insured employer health plans would receive these mandatory disclosures from pharmacy benefit managers.

The Department of Labor’s fourth amicus brief sided with employers, saying the decision on how to use retirement plan forfeitures...