News

Survey data from COUNTRY Financial shows a quarter of women have never sought financial advice from a professional, compared to 15% of men.

The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt. 

New research from Cerulli Associates points to institutional investors’ willingness to embrace private equity as a key source of outperformance.

With the right support, employees are more likely to both choose and report satisfaction with HSA-linked health coverage.

For various reasons including recovering from the Great Recession and paying off debt, many Americans are working past the traditional retirement age of 65.

Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says.

Many plan to make financial sacrifices in retirement, a survey finds.

“The court should compel individual arbitration of [the plaintiff's] claims and, on that basis, dismiss the lawsuit, or stay the litigation pending the outcome of individual arbitration,” the...

There are strategies to help retirees create a lifetime income stream that can reverse this trend.

Keeping someone of retirement age on the payroll costs an additional $50,000 a year.

An executive with MetLife urges plan sponsors and advisers to avoid talking about annuities “as if they were an investment option … they aren’t really an investment.”

For loans that are not repaid by retirees, Social Security payments can be garnished.

The new application will provide advisers with access to industry experts and online training materials. 

Very few believe the economy has fully recovered, and many say their savings and salaries are lower than before the Great Recession.

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

In general, employers are looking to their advisers to help them design and measure programs that are implemented by their well-being providers and/or recordkeeper, Fidelity says.

An increase in the number of TDF providers has been a positive development for investors, as it has led to lower fees and more product choices, according to...

The plaintiffs did not meet pleading standards set forth in Fifth Third v. Dudenhoeffer, according to a district court opinion.

Most are confident the economy will improve this year, but the majority would like more help with long-term financial planning.

A new rule will reduce guaranteed lifetime income from the military’s pension by 20%, but financial advisers are keen in helping service members offset the potential losses.