News

Nearly one-third of Americans have no emergency savings.

A new “church plan” lawsuit argues an employer improperly claimed church plan status for its pension—and more fundamentally that church plans themselves may violate the First Amendment to...

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic beta ETFs; and more.

Changing how information is presented to participants can improve their behavior, Bank of America Merrill Lynch finds.

“One of the first steps toward saving for tomorrow is effectively managing one’s finances today,” says Edmund F. Murphy, III, president of Empower Retirement.

Advisers to DB plans should consider how the market and funding relief have affected the attractiveness of de-risking.

Could Google one day be a top provider of investments or financial advice? What about Facebook, or Amazon? 

Ninety percent rely on financial advisers to diversify their portfolio.

The worries are impacting many aspects of people’s lives, starting with health.

Most retirement plan sponsors simply rely on what their recordkeeper offers, Morningstar Investment Management says.

However, average deferral rates have declined slightly from their peak of 7.3% in 2007, Vanguard finds.

The firm will compensate certain clients for a proxy voting error the firm made in connection with the leveraged buyout of Dell, Inc. in 2013. 

The investment management firm notes that nearly 40% of working households do not have access to a retirement plan.

New research from Spectrem Group highlights a perplexing fact about financial altruism: Those with less saved are likelier to want to use their wealth to help others.  

It’s not just a U.S. phenomenon: longer lives and the rise of defined contribution plans are creating a global need for deeper knowledge about personal savings and investing. 

Those with 100% of their portfolio in a target-date fund are the least likely to exchange funds.

A hybrid income strategy, combining a variable immediate annuity with discretionary supplemental withdrawals from a separate liquid asset account provides the best income at the least risk for...

“RiskPro will help ensure that advisers build portfolios that are in their clients' best interests, as required by the new DOL rules,” says Nick Scalzo, chief executive officer at ProTools. 

A new report from The Pew Charitable Trusts lends some support to the arguments many providers have raised against the increasing prevalence of state-based retirement plans for the...

Areas with low DC plan access tend to be those with more small businesses, according to a new analysis from the Pew Charitable Trusts.