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The solution allows participants to “lock down” their accounts to prevent any distributions or loans from being initiated.

Few employers surveyed by the Employee Benefit Research Institute (EBRI) currently consider the financial wellness initiatives as “holistic” programs, and they noted challenges to offering these programs.

Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.

To help improve participant planning, the Retirement Income Planning Center provides resources to help create a retirement budget and income plan, which Wells Fargo says are two essentials...

Willis Towers Watson offers investment considerations for sponsors of defined benefit plans.

Advisers discuss the software their firms currently use, how they access client information, and how succession planning figures into the future of their practices.

And, only 29% plan to use a health savings account (HSA) to cover medical costs in retirement, HSA Bank found.

Maximum Benefit/Contribution Limit for 2009 through 2019.

For example, the Society of Actuaries found all generations are highly concerned with having enough money to pay for health care in retirement, however, saving for the future...

By talking about the power of compounding and emphasizing the importance of investing at the same time one is paying down debt, advisers can inspire younger clients to...

Among other things, the National Association of Insurance and Financial Advisors for New York State alleges the Department of Financial Services (DFS) exceeded its permissible executive-branch authority by...

It offers a comprehensive array of tools to help advisers serve retirement plan sponsors.

A 401(k) match and health insurance are the benefits they value the most

The consensus in early commentary is that the new House proposal appears to closely align with bipartisan legislation with potential majority support in the Senate.

A new report from Charles Schwab explores retirement plan participant investment activity within self-directed brokerage accounts; findings show self-directed accounts associated with advisers are better diversified.

Nearly all of those who work with an adviser feel they have prepared themselves well for estimating their monthly income needs in retirement, Voya Financial learned in a...

The agency says it recognizes that these wildfires may impede efforts by plan fiduciaries, employers, labor organizations, service providers, and participants and beneficiaries to comply with the Employee...

The dismissal of the lawsuit accusing the custodian of making unauthorized 403(b) plan account transfers comes a month after the owners of the plan's recordkeeper were indicted for...