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However, Fidelity Investments found that 25% of investors have switched to more conservative investments since 2007.

Yet only 20% have taken any step toward funding their long-term care expenses.

An Employee Benefit Research Institute analysis breaks down the number of 401(k) contributors who would be affected by a mandatory, partial Rothification proposal in tax reform.

Forty-five percent of African-Americans who bring home $75,000 or more say they feel less than financially secure compared with just 28% of other Americans in the same income...

This can put a person’s retirement in jeopardy, The Pew Charitable Trusts says.

Personal Capital’s analysis of investing account fees offers important perspective about the long-term impact of management expenses on wealth generation. 

A survey of the newly retired finds 40% spend more for health care than they’d expected.

This is especially true for Millennials, Bankrate.com found.

Presented here are the results of several dozen live polling questions fielded at the 2017 PLANADVISER National Conference, gathered during three days of highly detailed discussion of industry...

A judge disagreed with Ford Motor Company retirement plan participants that Xerox is a fiduciary because it had discretion over the amount of compensation it received from Financial...

Automatic enrollment, higher initial deferral rates and financial counseling are just a few that more employers are adopting.

It is clear which countries lead the way in providing sustainable retirement systems with adequate benefits—and what others can learn from them to improve.

The firm is partnering with bilingual education expert Rebecca Heaton Juarez to deliver broader-based financial wellness and participant educational services in multiple languages.

The difference owes to the pay gap between men and women, the tendency of many women to take a career break to raise or care for family, and...

Clients of both companies will be able to utilize the new efficiencies at no additional cost. 

All retirement plan advisers need to do is provide plan census data.

The new program supports succession-planning-focused mergers and acquisitions across the various firms that make up Advisor Group; the solution also allows members to consider firms outside the group.

LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline. 

However, they report they have more in savings than in credit card debt.

To help plan committees fulfill their fiduciary role, advisers have some practical strategies to draw from.