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A survey of the newly retired finds 40% spend more for health care than they’d expected.

This is especially true for Millennials, Bankrate.com found.

Presented here are the results of several dozen live polling questions fielded at the 2017 PLANADVISER National Conference, gathered during three days of highly detailed discussion of industry...

A judge disagreed with Ford Motor Company retirement plan participants that Xerox is a fiduciary because it had discretion over the amount of compensation it received from Financial...

Automatic enrollment, higher initial deferral rates and financial counseling are just a few that more employers are adopting.

It is clear which countries lead the way in providing sustainable retirement systems with adequate benefits—and what others can learn from them to improve.

The firm is partnering with bilingual education expert Rebecca Heaton Juarez to deliver broader-based financial wellness and participant educational services in multiple languages.

The difference owes to the pay gap between men and women, the tendency of many women to take a career break to raise or care for family, and...

Clients of both companies will be able to utilize the new efficiencies at no additional cost. 

All retirement plan advisers need to do is provide plan census data.

The new program supports succession-planning-focused mergers and acquisitions across the various firms that make up Advisor Group; the solution also allows members to consider firms outside the group.

LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline. 

However, they report they have more in savings than in credit card debt.

To help plan committees fulfill their fiduciary role, advisers have some practical strategies to draw from.

DC plan sponsors may want to offer a true-up match to help participants reach their retirement savings goals.

Participants can also refinance a loan and replace it with a new loan.

With life expectancies declining slightly, pension plan obligations are reduced between 0.7% and 1.0%, the Society of Actuaries says.

The Standard Hires Officer of Compliance and Ethics; Willis Towers Watson Appoints Head of Investment Solutions; Director of Fund Administration Joins Triloma; and more.