News

The drop in oil prices is a budget boon and could be responsible for the 21-point rise in Wells Fargo’s Investor and Retirement Optimism Index.

A study finds about half of parents are willing to delay retirement or dip into retirement savings to pay for children’s education.

Emerging affluent investors are projected to attain, and potentially exceed, millionaire status, presenting opportunity for advisers.

Legislation has been introduced that would increase the cap on deferrals and matching contributions for safe harbor plans.

Group pension buy-out sales saw a 120% increase, reaching $8.5 billion in 2014, compared to the $3.8 billion total in 2013.

Implications of two litigation outcomes in June 2014 depend on the type of employee stock ownership plan an employer offers.

New software from The E‐Valuator LLC provides Web‐based investment management support to mitigate fiduciary liability through customizable risk tolerance and reporting settings.

Jim Neill, Michael Dudkowski and Michael Patalsky join professional services firm Towers Watson from Wilshire Associates.

NFP Retirement hired five new consultants to its retirement plan and investment consulting teams in Texas and California.

It’s a common research finding that men, on average, have more saved for retirement than women, but new BlackRock research has identified a core of “smart savers” bucking...

Internet users still overwhelmingly think that personal technology makes the world better, according to Microsoft’s second annual survey of Internet users around the world.

Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.

Content in the myStockOptions.com Tax Center provides insights into the prevention of tax return mistakes for equity compensation plans.

A trend toward working longer seen in the 1980s and '90s has stabilized.

Lincoln Financial Group hired Shawn Daly to serve as senior business development director on the firm's institutional retirement distribution team.

Charles C. Cornelio is retiring as president of retirement plan services at Lincoln Financial Group, a position he has held since 2009.

Employer financial wellness programs may include education about budgeting and paying down debt, but they should also help employees protect themselves against some key financial risks.

Chicago-based registered investment adviser Legal & General Investment Management America, Inc. announced Robert J. Moore will be the firm's next chief executive officer.

An evaluation tool created by NARPP can be used to measure the impact of education programs and initiatives.

Holistic financial education can help different generations in the workforce address their unique vulnerabilities that can derail plans for retirement.