News

Devenir estimates that $9.8 billion of HSA assets are invested as of June 30, 2018—an estimated 45% year-over-year increase.

“In this year’s survey, an astounding 85% of respondents paying toward student loans reported that their obligation to repay the funds are impacting their ability to prepare for...

The company will offer a lump-sum distribution window to certain participants and transfer certain retiree assets to a group annuity.

The planning service will offer investment analytical platforms, tools and financial data to Orion users.

Morningstar suggests individuals and their advisers should focus on strategies that can maximize retirement savings, regardless of planned retirement age.

Alight Solutions found when offered two loans, 14.4% of participants take advantage of that. When offered three loans, 11.9% do the same.

This is more than double the sales in the second quarter of 2017.

ICI finds the first quarter of the year tends to have lower percentages of DC plan participants with loans outstanding compared with later quarters.

Nearly two-thirds wish they had spent less in the past in order to save more for retirement.

Claims that survived included fiduciaries breached their duties of loyalty and prudence in their selection and monitoring of investments, fiduciaries failed to monitor other fiduciaries, plan trustees failed...

Past Wilshire Leader Rejoins Firm; Resources Investment Advisors Undergoes Rebranding; T. Rowe Price Retirement Hires Senior Sales Exec; and more.

Areas of focus are financial planning, investing and investor behavior.

Employers have boosted their contributions by 30%, a Kravitz report finds.

“By providing a more diversified set of fixed income options, plan sponsors can help participants be better equipped to weather any challenging market environment, such as the rising...

The firm will be presenting the tool to its own network of advisers.

Fiserv Expands United Wealth Platform, and Vanguard Offers Commission-Free ETFs. 

They deferred 90% or more of the maximum that could be invested in a defined contribution (DC) plan in 2017.

Vanguard research questions whether the risk-matching precision of SMAs is worth the cost and complexity.