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Adults ages 45 to 59 who say their retirement savings are on track typically have at least $250,000 saved, according to the sixth annual Survey of Household Economics and...

The denial of leave to file an amended complaint by a district court judge offers a brief lesson in Federal Rules of Civil Procedure.

SEC inspection staffers have identified growing security risks associated with advisers’ storage of electronic customer recorders in cloud-based platforms—and they will be watching for non-compliance in this area.

The appellate court found that the facts alleged are insufficient to support a plausible inference of breach of fiduciary duty, and the Supreme Court seemingly agrees.

The SOA says most plan sponsors that update their mortality assumption from the RP-2006 tables to the new tables will experience only a small change in their pension...

Schlichter says many participants in retirement plans pay lower fees for investments and recordkeeping as a result of ERISA litigation; others ask whether plan sponsors’ fear of lawsuits...

In recent months, writs of certiorari have been filed with the Supreme Court in four cases involving tax qualified defined contribution plans.

Voya Financial hires sales head for West Coat team; Lincoln Financial adds to RPS business with new members; MassMutual appoints DCIO sales leader; and more.

ERISA attorneys detail the recent expansion of the IRS determination letter program, and what it means for plan sponsor clients.

Novice investors’ reactions to stock market volatility present an endless and intriguing field of study for behavioral economists, but for financial advisers, poor client decisionmaking is a serious...

The Bank of Mom and Dad is playing a major role in the U.S. housing market, according to Legal & General Group, putting some parents' retirements at risk.

Once the Student Loan solution has been elected by an employer and implemented through Tuition.io, MassMutual integrates the program as part of its MapMyFinances financial wellness tool.

Investors also look at historical performance and performance compared to an index, ICI found.

Apart from discussing the RESA legislation, witnesses and Senators at a Finance Committee meeting spoke about the pressing need to address severe funding shortfalls faced by some union...

Sources say the SECURE Act could pass the House this month, potentially setting the stage for a reconciliation process that could bring together common elements of multiple pending...

Subscribers of LifeYield’s Proposal Advantage Suit and Taxificient Score will gain access to the “tax-smart” retirement income planning tool.

MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be...

The firm says it offers features often reserved for large plans, such as fiduciary support and interactive, digital tools.