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They say regular expenses are keeping them from doing so, Bankrate.com found in a survey.

According to a study report, the strongest predictor of an account not being lost was the respondent’s knowledge of how to contact the company holding the account; accounts...

A new analysis out from Empower Retirement finds historical investment performance does not serve as an optimal overall measure of value delivered by a managed account; there is...

“We will be offering My Total Retirement so that employers and their advisers can help employees with a holistic retirement planning experience that goes beyond savings and investing,”...

Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they...

Three quarters of women under 40 do not have a financial adviser.

Health savings accounts are often described as the 401(k) of health care—so it is only natural that retirement specialist advisers can play an important role in educating the...

Yet nearly six in 10 say saving for long-term care is a financial priority

Employer contributions and loans are also prevalent, a Brightscope/ICI report says.

A memo to examiners lists actions 403(b) plan sponsors should take to locate missing participants in order not to be challenged on violating RMD rules.

Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.

The firm says it does not have additional information to share at this juncture beyond what has been noted in a 2017 year-end SEC filing; in that newly...

Securities American Adds Super OSJ and Financial Firms to Platform; Debel to Lead Retirement Solutions at MetLife; Transamerica Names Promotions and Hires in U.S. Offices; and more.

Issued by the CFA Institute, the standards are based on the principles of full disclosure and fair representation of investment performance

Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds.

The annual report from BlackRock offers quite a deep dive into the large 401(k) plan population; highlighting many well-known retirement industry trends, but also a few that are...

The trustee is ordered to pay $234,271 in restitution, serve a year of probation and is barred from serving as a fiduciary to a benefit plan for 13...

Latino women admitted that they did not know enough about retirement planning and wanted to learn more, a study found.

Unforeseen negative tax consequences often hit job changers when they decide to move money from their previous employers’ retirement plans without sufficient know-how; in an extensive new report,...

Looking to 2018 and beyond, traditional advisers, brokerage firms and banks are widely (and aggressively) seeking to integrate digital advice into their service offerings; the CFP Board Center...