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A Lincoln Financial report also finds some workers are uncertain or confused when it comes to how they should prepare their retirement plans ahead of election results.

The defendants argued that they lacked standing to recover losses for investments in which they did not invest.

Financial advisers can help part-time employees who will be newly eligible for retirement plans under the SECURE Act get familiar with savings concepts.

The consultant has selected Empower Retirement as a recordkeeper for its outsourced 401(k) solution as well as for the intended pooled employer plan.

A former participant in the Allstate 401(k) plan accuses plan fiduciaries of keeping poorly performing target-date funds on the investment menu and as the plan's default investment.

Financial challenges should be addressed before saving for retirement can be effective.

The final version of the regulation emphasizes the importance of using only ‘pecuniary’ factors in the assessment of investment options within tax-qualified retirement plans, rather than expressly limiting...

TRA hires Texas and Louisiana regional sales consultant; DWS selects head of wealth practice; Bar Harbor Trust Services announces new...

One market watcher says optimism about the end of the coronavirus pandemic drove markets up, but a newly prevailing sense of reality has delivered a commensurate adjustment.

Fidelity expands model portfolios and T. Rowe Price secures PNC Stable Value Fund.

Investing experts say smartly pairing the two types of annuities with other investments in a retirement portfolio can deliver significantly...

Sponsors are looking for institutional-quality investment lineups and to reduce their fiduciary risk.

Experts say there are things pre-retirees and retirees can do to prepare for a retirement that could last 20 to 30 years.

What both candidates have proposed as it relates to the retirement industry. 

It integrates Form 5500 data with a customer relationship management system.

One notable feature is that account holders can deduct from their own income the amount of HSA contributions made to their account by other people—but not the employer.

Both responding to and reflecting the times, leaders at major financial services organizations are growing increasingly vocal about the importance...

The bipartisan piece of legislation includes provisions that have long been popular among retirement industry stakeholders, including the elimination of barriers to allow greater use of lifetime income...

As more Gen Zers enter the gig workforce, financial advisers are tailoring their services to fit the needs of these workers.

Staff members of the Securities and Exchange Commission share some words of wisdom for advisers and broker/dealers newly subject to the Regulation Best Interest framework.