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There are additional variations based on industry, gender, age and other demographics.

Leaning too heavily on participation statistics alone may mask a sub-optimal education program.

The Bipartisan Budget Act of 2015 introduced changes to Social Security regulations that limit households’ ability to use certain claiming strategies.

It’s not surprising that independent advisory business owners want to keep growing their practices in 2016, but their level of confidence in the face of volatility and unfavorable...

President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for...

Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space. 

Advisers can sell plan services and support, but can they sell themselves?

Mercer outlines the top investment considerations to discuss with not-for-profit healthcare organizations in 2016.

From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers...

Loans are on the decline, PSCA says.

Women more often take an equitable view of financial decisionmaking than men.

Each January the Securities and Exchange Commission signals its enforcement priorities for the coming 12 months—this year highlighting the importance of adviser transparency, cybersecurity and liquidity issues, among...

The assets under management-based advisory fee model has stuck around mainly because financial services consumers don’t understand how advisers make pricing decisions or how much diversity actually exists...

The index was established as a benchmarking tool for investors in globally-diversified, multi-asset portfolios that include alternative investments, and is the basis for a collective trust used in...

A DALBAR training program anticipates the best interest contract (BIC) exemption.

Among other things, the 8th Circuit found Principal’s adherence to its agreement with a plan sponsor does not implicate any fiduciary duty.

Retirement plans across the U.S. argued they were misled about the riskiness of funds exposed to the firm’s much-maligned “London Whale” trading losses in 2012. 

The next most common resource is their financial adviser, a John Hancock survey finds.

Why do so few DC plans offer stable value funds on the investment menu?

John Hollyer with Vanguard sees the SEC’s new efforts having a minimal effect on retirement plan investors.