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Research and advisory experts share their perspectives on how student debt affects workers and employers, while offering insights on the intersection of financial wellness and retirement planning.

Amundi U.S. expands global sustainable equity funds lineup; Build Asset Management launches new ETF; Retirement Plan Advisors expands solutions to include adviser managed accounts; and more.

U.S. workers’ interest in putting money into investments that guarantee a portion of retirement income fell in 2021 from the previous year, a new survey shows. But experts...

The tool aims to help financial professionals more easily grow, retain and engage their client bases.

The bill would amend the DOL’s current default investment safe harbor regulations to allow, but not require, a retirement plan’s default investment to include a limited investment in...

The bill, which has been introduced in previous legislative sessions, would allow annuities to be a default investment in employer-provided 401(k) plans.

One telling stat identified in new NEPC research is that managed account adoption has remained stagnant for several years now, while index-based target-date funds have grown in popularity.

The American Academy of Actuaries looks to clear up misunderstandings about recent life expectancy data released by the CDC.

Many people are reluctant to share additional in-depth financial details for security reasons and for fear of being bombarded with financial services advertising, but advisers can explain the...

The complicated ruling offers some support for the defendants’ arguments but allows other claims to proceed to discovery and trial.

Easterly Asset Management hires VP of intermediary relationships; abrdn bolsters consultant relations team; Nationwide promotes pension risk transfer business leader; and more.

Its report studied ways the DOL can try to close the gaps in retirement savings based on rase, ethnicity and gender.

The Department of Labor wants help identifying actions it can take to safeguard employees’ savings and pensions from threats related to climate change.

The burgeoning collective investment trust marketplace is creating new opportunities for retirement plan investors and trust companies alike—as well as new due diligence requirements for fiduciaries.

Under the proposal, registered investment advisers and investment companies would have to adopt and implement written cybersecurity policies and procedures ‘reasonably designed to address cybersecurity risks.’

Ahead of the expected end to the federal student loan forbearance, Equitable’s free tool is designed to help non-profit employers determine their eligibility for the Public Service Loan...

Defined contribution plan sponsors including alternative investments may need to use retirement plan advisers to evaluate and monitor the investments, because alternative investments typically have higher fees than...