News

About 9 out of 10 advisers surveyed by T. Rowe Price who offered advice on charitable donations said they saw...

Both MetLife and HealthView Services predicted an increased need for retirement planning advice, particularly due to anticipated health care costs.

Additional income guarantee features have been incorporated into MassMutual’s annuity portfolio.

The complaint alleges that Nationwide’s 401(k) plan improperly included an affiliated stable value fund that gave company employees less favorable...

Hazel, an artificial intelligence-powered platform, also launched interactive scenario modeling that can analyze retirement transitions.

A Nationwide survey found small and midsize entrepreneurs could be a growing audience for advisers’ support.

International equity and emerging market funds saw the most net trading inflows.

The company was accused of mishandling forfeitures and having excessive plan fees.

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the...

The agreement is intended to expand their offerings, including a collective investment trust for the US defined contribution pension market.

Even US workers with access to retirement plans reported a median amount of $955 in savings in those plans, according to an analysis of Census Bureau data.  

The legislation would extend the filing deadline by nearly three months and expand the current electronic filing process.

FINRA elects chair of its National Adjudicatory Council; Prosperity Life Group names its president of retail life and annuity; and...

The new law requiring pharmacy benefit managers to explain prescription drug costs could impact a key factor in retirement readiness.

ISS Market Intelligence acquires family office data platform; Alphathena and Evergreen Wealth will deliver tax-aware direct indexing; and more. 

Employees who invested in target-date funds were 13 percentage points more confident in reaching retirement goals than those who did...

Analysis of 401(k) settlements raises questions about who really benefits from ERISA litigation.

An appellate court ruling settled a lawsuit over whether a retired worker had properly changed his beneficiary. 

Active management and diversification may help build resilience against portfolio risk.