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However, the CEO of IonTuition says employees need to take a balanced approach to plan for their future and deal with immediate needs at the same time.

Real estate accounts for 35% of that total.

A paper from the American Academy of Actuaries gives examples of which DB plan funding measurements are useful for different plan sponsor situations.

Social Security may be enough to cover their retirement needs, while the accumulation of personal savings can jeopardize other key safety net benefits.

The researchers conclude that “including well-designed LIA defaults in DC plans yields quite positive consequences for …workers.”

The lawsuit challenged how Voya set its crediting rate on certain stable value accounts offered to a 403(b) plan. 

"A Financial Wellness Primer" points out the cost of a workforce that is not financially healthy and the productivity gains and return on investment of offering a financial...

New additions would allow advisers to help clients calculate the amount of income from assets needed to delay benefits past full retirement age, as well as assets needed to...

The current CIO of Vanguard will rise to the position of CEO in 2018. 

TRA Expands Mid-Atlantic Sales Consultant Team; Putnam Hires Consultant Relations Director; FinMason Collaborates with the Fintech Sandbox; and more.

However, the Disability Fund depletion date has improved by five years, through 2028.

FICO's latest consumer finance trend research finds only a third of consumers between ages 38 and 52 are confident they will reach their long-term financial goals.

The bill would implement a voluntary retirement program for businesses with 50 or fewer employees.

Charles Schwab Adds More Commission-Free ETFs; John Hancock Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for Socially Responsible Investing; and more. 

To do so, they are making financial sacrifices.

The new platform by dailyVest allows plan sponsors to measure plan health and meet fiduciary responsibilities.

A Department of Labor investigation found evidence that $5 million, including retirement plan assets covered by ERISA, was inappropriately diverted and used to pay various business and personal...

New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs.

The ERISA plan invested roughly $1.9 million of plan assets from July 2010 through December 2011 in the investment company, Midwest Green Resources.

The complaint alleges fiduciary breaches of ERISA with regards to MFS offering its proprietary funds in its 401(k) plans.