News

Rather than filing an Employee Retirement Income Security Act (ERISA) action in federal court, the plaintiffs filed the complaint in state court alleging the Archdiocese of Newark violated...

This is driving providers to offer inexpensive options, such as series that rely on CITs and passive funds, Morningstar says.

Fidelity analyzed the balances of those who remained invested in their 401(k) in the decade following the Great Recession of 2008 and found that the balances went from...

While more than half view retirement benefits as a “must have,” they are unprepared to make selections and could use the help of an adviser, Lincoln Financial Group...

Just over one-quarter of adults think they can live comfortably on Social Security alone, according to a survey by the Nationwide Retirement Institute.

A professor at the UCLA Anderson School of Management discussed biases that must be considered when helping people make retirement income decisions.

Given a choice between managing assets on their own or purchasing a guaranteed income option, the majority of employees surveyed for the 2019 Retirement Confidence Survey chose either...

The day will be highlighted with a live stream webinar from an adviser yet to be determined, who will speak on the benefits of health savings accounts (HSAs),...

Nothing in the settlement agreement calls for Eaton Vance to make any changes to its investment menu for the plan.

Respondents to research by the CFP Board and Morning Consult described saving for retirement with the words "overwhelming," "complicated," "impossible" and "confusing."

Overall, gig workers report more difficulty with nearly all financial tasks, a Hearts & Wallets survey found.

Many workers feel unprepared for health expenses in retirement, have not prepared very well and plan to work later, the EBRI Retirement Confidence Survey found.

The Rollover Wizard tool comes two years after Unified Trust created its Managed Rollover Solution, and analyzes benefits, fees and service models. 

Over the course of five years, the percentage of those who feel they are prepared for retirement more than doubled.

An appellate court revived two claims in the lawsuit that had been previously completely dismissed by a District Court, but in a dissenting opinion, one judge expressed concern...

FINRA claims AXA Advisors sent disclosures to 401(k) plan sponsors and participants that misrepresented the credit quality of bond funds with group annuity accounts.

Called Model Marketplace, it also enables advisers to personalize strategies for clients.

In a report, Cerulli Associates makes suggestions for actions defined benefit (DB) plan asset managers can take to help plan sponsor clients manage market volatility.

Family trust trustee with Senate connections named 16th director of pensions lifeboat.