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While they work to fund their plans, however, uncertainties make it more difficult to calculate liabilities and returns over the long term.

Russell Investments forms new global client strategy and research team; Wilshire Consulting launches the Wilshire ClimateLens; Hartford Funds reveals plans to acquire Lattice Strategies. 

New polling from J.D. Power explores the similarities and differences among groups of “self-directed” investors. 

Borrowing to fund pension deficits provides plan sponsors with a way to replace variable and potentially volatile debt obligation with a known, certain amount of debt at a...

The DOL is seeking nearly $250,000 in unremitted employer 401(k) contributions required by government contracts.  

A study finds a 55-year-old man who has met his 80% income replacement goal will need an additional $25,679 investment growing at 6% annually to pay for all...

The advocacy organization suggests increasing global market volatility is directly tied to “the decades-long push by fiscal conservatives to dismantle public-employee pensions.”

They are adopting more lower-cost and alternative investment vehicles.

Among those who did trade, fixed income was the favored asset class.

As part of the challenge, individuals can walk through a Retirement Wellness Planner.

John J. Koresko V has been arrested after failing to transfer $1.68 million in misused assets to death benefit plans.

Fidelity Clearing and Custody Solutions is partnering with United Capital to help firms “drive growth by managing their clients’ moments of truth.”

No comments were received regarding the proposed regulations, so the IRS finalized the proposed regulations, with a one-year delay of the applicability date.

Reflecting the change in their own clients’ expectations, more financial advisers say they prefer to receive general thought leadership and market commentary from service provider partners, in lieu...

Even American families with significant assets saved cite stubborn concerns about the potential loss of an income earner and the likelihood of falling short in a longer-than-expected retirement.

Those ages 65 and older feel the most regret about not saving early enough for retirement, while Millennials wish they had a bigger emergency fund.

The latest mutual fund flow numbers put out by Strategic Insight show healthy inflows for a variety of bond fund types. 

Add a proposed class action lawsuit against M&T Bank Corporation to the sizable and quickly growing list of new ERISA actions filed so far in 2016. 

Financial services consumers expect providers to offer more than a few pieces of client support technology—they want full utilization of technology tools and ongoing reinvestment in the latest...

It’s a simple formula that keeps more than half of advisers primarily targeting Baby Boomers: They have the most money saved and are the most in need of...