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The firms say strong demand among employers and employees for student loan repayment support solutions made their new partnership “an easy decision.”

BNY Mellon rebrands retail side; Hartford Funds introduces securitized income fund; DWS Group launches equity ETF with Finland insurance company; and more.

The Department of Labor's Employee Benefits Security Administration determined he defrauded $2 million from the Rehabilitation Center for Children & Adults Inc. Pension Trust

FINRA is encouraging firms to undertake a qualitative review of their supervisory practices ranging back to 2013—not a full quantitative analysis of individual 529 plan transactions or recommendations.

A Vanguard study focusing on non-highly compensated employee (NHCE) behavior finds higher match thresholds are typically associated with lower plan participation and lower employee contribution rates.

The high stated retirement confidence of physical workers reflects the fact that the sample is relatively young and majority male, according to Aegon researchers, who also say that...

Gradifi, a provider of student loan and college savings employee benefits, will offer EVERFI’s interactive financial wellness content and tools.

Starting people off with a deferral rate of 3% is actually a disservice, experts agree.

The program will go into effect for Travelers' U.S. employees in January 2020.

Forty-four percent say that focusing on health and wellness is a primary concern, according to a survey by TD Ameritrade.

Just over six out of 10, 61.6%, said they engage with their retirement plan, according to a survey by Vestwell.

In their second amended complaint, the plaintiffs argued that the Sequoia Fund purported to be a value fund, but increased investments in Valeant Pharmaceuticals created a “clear indicia...

This year, the IRI has also issued a state advocacy blueprint calling on states to focus on educating individuals about the importance of retirement planning and encourage federal...

Strategic beta products offer advisers the opportunity to fine-tune investment exposures, but the strategies demand “increasing intellectual capital to select amid an abundance of options.”

Horace Mann’s traditional agencies will continue to focus on the public education sector.

The group thinks the state should wait on the SEC’s Best Interest Standard and that its proposed statewide fiduciary rule would drive investors away from brokerage accounts.

Those married or partnered are more likely to have a focus on saving for retirement, while those who are single are prioritizing affording everyday bills and paying down...

CIT-based solutions grew, while mutual fund-based solutions declined in 2018, according to Sway Research.

Pentegra will provide recordkeeping and 3(16) fiduciary administrator services, and LeafHouse Financial will provide 3(38) discretionary investment fiduciary services for the plan.