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Cautious investors may be losing out during downturns in the economy, according to a study by Jackson National Life Insurance.

Almost 40% of health care plan participants did not know if mental health services were covered in the same way as medical care, according to a survey by...

The U.S. 4th Circuit Court of Appeals received an amicus brief arguing that Lockheed Martin was allowed to transfer pension plans to a private annuity provider.

Sentara Healthcare Inc. and its fiduciary committee had asked a district court in Virginia to dismiss a complaint related to its 403(b) plan.

Department of Labor officials said the 2021 statement had a ‘chilling effect’ for saying that plan fiduciaries were ‘not likely suited’ to evaluate private equity investments.

According to a July survey, nearly half of surveyed advisers were willing to recommend private market investments, but most also want greater clarity from regulators.

Employees with adequate emergency savings contributed more to their 401(k) accounts and took fewer withdrawals than those without, according to new research from Vanguard.

Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent Escalent report.

Thoughts from Erin Hall, with Strategic Retirement Partners.

The Federal Trade Commission found that total losses due to fraud for adults older than 60 climbed to nearly $700 million in 2024.

The Labor Department, Treasury and SEC are ordered to reexamine guidance around alternatives, including cryptocurrency in retirement plans to encourage wider adoption.

MissionSquare announces reduction in fund costs; PGIM, Tortoise Capital and Manulife John Hancock Investments launch ETFs; SmartX brings semi-liquid alts into model portfolios; and more.

Benefits provider Lively found its customers spent an average of 80% of their health care account assets in 2024, reflecting rising health care costs.

The association makes a case that incorporating private credit into investments like target-date funds can improve participant outcomes.

President Donald Trump’s key tax and spending legislation will result in a net increase of $168.6 billion in Social Security program costs over the next decade.

The company intends to create a new generation of offerings to improve advisers’ productivity.

The second version of IRALogix’s index showed stability on the surface, but deeper issues in planning and confidence point to growing retirement risks for Americans.

By introducing a PIN option and ending paper checks, the Social Security Administration hopes to protect recipients from fraud and identity theft. 

The Chamber of Commerce, the Center on Executive Compensation and the American Benefits Council joined the brief, urging the court to uphold a lower court’s ruling that distinguishes...

There is a generational divide when it comes to what older and younger Americans are choosing for their investments.