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Respondents to research by the CFP Board and Morning Consult described saving for retirement with the words "overwhelming," "complicated," "impossible" and "confusing."

Overall, gig workers report more difficulty with nearly all financial tasks, a Hearts & Wallets survey found.

Many workers feel unprepared for health expenses in retirement, have not prepared very well and plan to work later, the EBRI Retirement Confidence Survey found.

The Rollover Wizard tool comes two years after Unified Trust created its Managed Rollover Solution, and analyzes benefits, fees and service models. 

Over the course of five years, the percentage of those who feel they are prepared for retirement more than doubled.

An appellate court revived two claims in the lawsuit that had been previously completely dismissed by a District Court, but in a dissenting opinion, one judge expressed concern...

FINRA claims AXA Advisors sent disclosures to 401(k) plan sponsors and participants that misrepresented the credit quality of bond funds with group annuity accounts.

Called Model Marketplace, it also enables advisers to personalize strategies for clients.

In a report, Cerulli Associates makes suggestions for actions defined benefit (DB) plan asset managers can take to help plan sponsor clients manage market volatility.

Family trust trustee with Senate connections named 16th director of pensions lifeboat.

Advisers can now access AdvisorComplete from any device and personalize its menus, widgets and landing pages.

The SPARK Institute's Data Security Oversight Board (DSOB) worked with definitional examples from national cyber standards, international regulations, state privacy laws, and client contracts and gathered insights from...

Withdrawals from IRAs accounted for most of the leakage, according to the GAO.

Cerity Partners Connects with Karsten Advisors; Former NFL Player-Turned-Investment Adviser Joins PlanMember Financial Corp; Mutual of Omaha Retirement Services Expands Sales Team; and more.

And the use of 401(k) loans fell to a nine-year low of 22.5% in 2018, according to T. Rowe Price’s annual participant data benchmarking report.

The index, which also tracks tax-exempt U.S. dollar-denominated bonds, will include sub-indexes to allow for a thorough analysis of the municipal bond market structure. 

However, fewer RIAs and fee-based advisers expect consolidation to increase in the next 12 months, compared to five years ago.

During an exchange on Capitol Hill on Wednesday, the Democratic representative from Ohio pressed DOL Secretary Alexander Acosta for details on how the regulator is addressing advisory industry...

AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space and has been designed as a value-add to plan participants...

Hybrid plans and merged plans can now request a determination letter.