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Pairing this with higher deferral rates can result in balances as much as 30% higher, the investment firm says.

Acquisition of MarketRiders Boosts Offerings; GW&K Appoints New Partners; Apriem Advisors Appoints VP of Wealth Management; and more.

Investment product providers and consumers face many challenges in today’s dynamic markets—but a surge in equity investment in the last year shows a clear willingness to accept risk...

Advisers who inquire about family obligations assert that they provide more comprehensive service.

A study suggests progress on a variety of personal financial goals appears to have taken a negative turn in the past two years, including saving enough for retirement.

Although the Great Recession is a thing of the past, Baby Boomers are still struggling to stay afloat financially and many have stopped investing for their future.

Goldman Sachs to Acquire OCIO Business; HealthSavings Administrators Appoints Industry Vets to National Sales Team; The Standard Hires Plan Consultant; and more.

DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities.

The underlying stock drop litigation had already seen multiple rulings from a New York district court and the 2nd Circuit. 

Account balances are not the only gauge of retirement readiness; participant loan, hardship and deferral behavior can identify those not really prepared.

A judge concluded that the legal and factual merits of plaintiffs’ claims are better resolved on a fuller factual record, either in the context of a motion for...

Federal agencies and initiatives carry significant momentum and must be redirected carefully, but forcefully, by any incoming president.

John Scott with Pew Charitable Trusts says there are some complicating factors that do not lend to a straightforward analysis of how this will affect those plans if...

American International Group Expands Retirement Business; OneAmerica Appoints President of Individual Insurance and Retirement Services; PenChecks Hires VP of Institutional Sales; and more.

Lincoln Financial Group Releases New Annuities; Nuveen Launches Investment Trust Portfolio; Wilshire Associates Releases ESG-Weighted Index; and more.

Getting healthier, working longer, and reducing support for adult children were some of the many adjustments Americans said they were willing to make to address their retirement insecurity.

Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings.

A look at the retirement plan run by CKE Restaurants offers some food for thought about why the company's CEO, Andrew Puzder, backed away from the post of...

If a recommendation is given in a careful and controlled manner, but there is no record made, does that mean it is materially less prudent? 

Predictions vary around market returns and interest rates for 2017, although some have predicted rates solidly above 5% by the end of 2018.