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While a new study by the Employee Benefit Research Institute (EBRI) finds the majority of people spend less than 100% of their retirement income, it also shows factors...

April marks the 15th month in a row that 401(k) investors have been fleeing equities for the safety of fixed income, Alight says.

The firm says it offers features often reserved for large plans, such as fiduciary support and interactive, digital tools.

The text of the decision highlights that Federal Rule of Civil Procedure 15 provides that a court may permit a party to amend its pleadings “when justice so...

Controlled group information, company financial statements, and the defined benefit (DB) plan’s actuarial valuation report; some of all of this information will be added to five reportable events.

HighTower Adds Leadership Hires to Corporate Team; Morgan Stanley Makes Series of New Hires; Morneau Shepell Acquires Mercer DB Administration Business; and more.

The agency explains that, in limited situations, employers will be able to use the soon-to-be issued coverage forms to request an opinion letter about whether a plan being...

Experts say gig workers have little access to workplace retirement savings plans and the opinion letter will only discourage employers from offering them such plans, but they do...

TD Ameritrade Expands Commission-Free ETF Trading Program, and Federated Investors Acquires Several PCA Equity Funds.

Rather than filing an Employee Retirement Income Security Act (ERISA) action in federal court, the plaintiffs filed the complaint in state court alleging the Archdiocese of Newark violated...

This is driving providers to offer inexpensive options, such as series that rely on CITs and passive funds, Morningstar says.

Fidelity analyzed the balances of those who remained invested in their 401(k) in the decade following the Great Recession of 2008 and found that the balances went from...

While more than half view retirement benefits as a “must have,” they are unprepared to make selections and could use the help of an adviser, Lincoln Financial Group...

Just over one-quarter of adults think they can live comfortably on Social Security alone, according to a survey by the Nationwide Retirement Institute.

A professor at the UCLA Anderson School of Management discussed biases that must be considered when helping people make retirement income decisions.

Given a choice between managing assets on their own or purchasing a guaranteed income option, the majority of employees surveyed for the 2019 Retirement Confidence Survey chose either...

The day will be highlighted with a live stream webinar from an adviser yet to be determined, who will speak on the benefits of health savings accounts (HSAs),...

Nothing in the settlement agreement calls for Eaton Vance to make any changes to its investment menu for the plan.