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Rick Case Enterprises Inc. allegedly mishandled its service provider conversion to Principal Financial Group from Empower Retirement, but neither recordkeeper is named in the complaint.

More than half of surveyed retirees stopped working sooner than they had planned—at an average age of 56, according to a new report from Manulife John Hancock Retirement.

More than half of financial advisers surveyed by Interactive Brokers this fall said they were bullish about US markets—a 65% increase since the last survey in April.

The move brings in-house some investment management services previously outsourced to flexPATH.

Fidelity is accused of creating a conflict of interest by having its affiliates serve as trustee and investment advisers to the managed health care provider’s plan.

More than half of surveyed consumers said their credit card balances covered essential expenses, according to the Achieve Center for Consumer Insights.

Higher price-to-earnings ratios and discount rates that remain greater than 5% suggest the hot streak may be easing, according to October Three.

While 2026 retirement plan contribution limits were delayed by weeks, it is business as usual for payroll providers and recordkeepers’ year-end processes.

FIM Partners to Acquire Loomis Sayles Global EM Equities TeamAsset manager FIM Partners has agreed to acquire the global emerging markets equities investment team from Loomis, Sayles & Co. in a transaction...

Understanding how financial literacy changes as men and women age is important for improving educational interventions and protective measures, according to the Pension Research Council.

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper.

OneDigital has revved up its pursuit of growth by aggressively building career pipelines and by utilizing artificial intelligence ‘coworkers.’

Transportation and warehousing have the lowest rate of plan participation among all sectors—just 45%.

A federal judge dismissed a complaint accusing WPP Group USA of misusing employee forfeitures to offset company costs rather than benefiting plan participants.

Syntax Data, PM Insights form data partnership to analyze private markets; WealthFeed and Proofpoint launch prospecting workflow; Betterment debuts commission-free self-directed investing for retail investors; and more.

The raised limits take into account cost-of-living adjustments and impact pension plans and other retirement-related items for tax year 2026.

The annuity provider TIAA studies how defined contribution plans can add guaranteed income options.

Wealthspire to acquire RoundAngle Advisors; OneDigital acquires Signature Wealth Management Group; Arete Wealth partners with Pontera; and more.

The lengthiest government shutdown left the IRS’ release of annual contribution limits for qualified defined contribution plans and individual retirement accounts way behind schedule.

Studies find that emergency savings accounts boost financial wellness and help employees feel ‘more positive’ about employers’ benefits.