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A new survey of members of Generation X by PulteGroup found that more than one-quarter of respondents said they may never be ready to retire.

Employers setting up new safe harbor plans need to notify their employees by September 1 and have the new plans running by October 1.

Osaic gains affiliates in California, Minnesota; Mercer Global Advisors acquires Family Wealth Planning Group; Aspen Standard Wealth acquires MG Financial; and more.

Pending regulatory approval, Comvest Credit Partners and its $14.7 billion in assets will be merged with Manulife’s existing credit platform.

Employees with adequate emergency savings contributed more to their 401(k) accounts and took fewer withdrawals than those without, according to new research from Vanguard.

Surveys by Achieve and Empower found more than half of respondents rate their finances as ‘poor’ or ‘fair,’ but nearly half said thinking about money motivates them to...

Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent Escalent report.

Thoughts from Steven Puckett, with Fiduciary Pension Partners.

Thoughts from Erin Hall, with Strategic Retirement Partners.

Thoughts from Jean Duffy, with CAPTRUST.

Interest in non-U.S.-equity exchange-traded funds is growing and investors are also rotating out of small-cap equities.

Pacific Life hires Christine Bass to lead DCLI team; Michael Ferraro joins AllianceBernstein; EOX appoints Lisa Gomez to Board of Directors; and more.

The Federal Trade Commission found that total losses due to fraud for adults older than 60 climbed to nearly $700 million in 2024.

The Workplace Retirement Plan Portal is intended to automate setup of simplified employee pension plans and other individual retirement accounts.

The Labor Department, Treasury and SEC are ordered to reexamine guidance around alternatives, including cryptocurrency in retirement plans to encourage wider adoption.

MissionSquare announces reduction in fund costs; PGIM, Tortoise Capital and Manulife John Hancock Investments launch ETFs; SmartX brings semi-liquid alts into model portfolios; and more.

Benefits provider Lively found its customers spent an average of 80% of their health care account assets in 2024, reflecting rising health care costs.

The Garden State has proposed labeling investment advisers and broker/dealers ‘employees’ rather than ‘independent contractors.’

The association makes a case that incorporating private credit into investments like target-date funds can improve participant outcomes.

President Donald Trump’s key tax and spending legislation will result in a net increase of $168.6 billion in Social Security program costs over the next decade.