News

Spencer Williams, from Retirement Clearinghouse, says the findings show the potential to preserve trillions of future retirement savings dollars for retirement plan participants through the widespread adoption of...

In a point-of-view white paper, Mercer offers several specific policy recommendations to address what should be done to enable more Americans to retire with confidence.

Two executives focused on institutional retirement business at Merrill Lynch sit down for a fiduciary chat, offering inside views of one major advisory firm’s approach to navigating regulatory...

Sixty-four percent of Millennials say they are confident about making investment decisions—but this soars to 85% when working with an adviser.

Research also found the youngest and oldest investors were most perceptive to using employer-sponsored retirement planning resources.

The proposal effectively eliminates nonqualified deferred compensation (NQDC) plans as tools for tax planning available to executives and public companies, attorneys with Groom Law Group say.

Researchers have developed diverse approaches for quantifying the adequacy of retirement income, focusing on different groups of retirees and employing different definitions of income and adequacy, a CBO...

Defendants wanted their agreement to extend negotiations beyond ERISA's six-year statute of limitations to be nulled.

The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to retirement plan participants.

New research from BMO Wealth Management underscores the role psychological biases can play in shaping people's approaches to financial planning throughout their lives. 

The agency has told examiners not to challenge plan sponsors who have taken these steps.

The product is designed for employers with 100 or fewer employees.

The lawsuit concerns the offering of investment options management by General Electric Asset Management.

The original complaint accuses the plan and its administrative and investment committees of self-dealing, causing excessive fees to be charged by service providers and mismanaging the plan’s emerging...

Regional Director for Qualified Retirement Plan Sales Joins Pentegra; ABG to Partner with Stadion for Managed Account Retirement Strategy; Provident to Move Into Ascensus’ Retirement Division 

This is a 2.25% increase from the average balance in the second quarter of the year.

The final version of a proposed rule that will extend by 18 months the transition period for the implementation of the DOL fiduciary rule is now being reviewed...

New research follows previous Cerulli analyses showing home-office discretion over advisory clients' investment exposures will increase significantly under the DOL fiduciary rule and other competitive pressures.

In addition, the number of health savings account holders on Fidelity’s platform increased 35% over the last year.