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“The court should compel individual arbitration of [the plaintiff's] claims and, on that basis, dismiss the lawsuit, or stay the litigation pending the outcome of individual arbitration,” the...

Very few believe the economy has fully recovered, and many say their savings and salaries are lower than before the Great Recession.

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

The plaintiffs did not meet pleading standards set forth in Fifth Third v. Dudenhoeffer, according to a district court opinion.

A new rule will reduce guaranteed lifetime income from the military’s pension by 20%, but financial advisers are keen in helping service members offset the potential losses.

When issues are detected during a plan year they can also, most likely, be corrected prior to plan year end, JMM CPA says.

A new assessment by Fidelity Investments measures financial wellness by taking into account money management skills and feelings toward finance. 

Although more people are enrolling HSAs today, misconceptions still hold back many from making the most out of these accounts.

 

If workers could automatically roll their 401(k) plan over to a new employer, the Institute says this could generate an additional $2 trillion in retirement savings.

A new study by Fidelity Investments suggests a large number of people don’t know how HSAs work or how it can play a role in retirement planning.

The more confident the investor, the higher their esteem for their adviser.

Working with a financial adviser increases confidence, an IRI survey found.

The insurer will also be hosting two webinars this week on managing risk in retirement.

Arnerich Promotes Senior Consultant; AssetMark Hires Chief Information Officer; LMGC Expands Advisory Space; and more.

Some industry groups were worried the DOL rules would mean individuals in these plans would not get the same protections as those in employer-sponsored plans.

According to a report by the NEBR, women are punished more severely than men for misconduct and they are also less likely to find new employment. 

Among those already engaged with their finances and financial services professionals, retirement planning remains a hot topic—but investors broadly feel confused and concerned.