News

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s...

President Trump signed a resolution passed by the House and Senate overturning the DOL rule about city- and municipality-run retirement plans for private-sector workers.

Morningstar finds strong evidence that the two share class approaches are likely to catch on in the ERISA retirement planning industry. 

American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes.

“We have seen many iterations of de‑risking actions over the past decade, and we see full plan terminations as the next wave, as many frozen plan sponsors convert...

Survey data from COUNTRY Financial shows a quarter of women have never sought financial advice from a professional, compared to 15% of men.

The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt. 

New research from Cerulli Associates points to institutional investors’ willingness to embrace private equity as a key source of outperformance.

With the right support, employees are more likely to both choose and report satisfaction with HSA-linked health coverage.

For various reasons including recovering from the Great Recession and paying off debt, many Americans are working past the traditional retirement age of 65.

Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says.

Many plan to make financial sacrifices in retirement, a survey finds.

“The court should compel individual arbitration of [the plaintiff's] claims and, on that basis, dismiss the lawsuit, or stay the litigation pending the outcome of individual arbitration,” the...

There are strategies to help retirees create a lifetime income stream that can reverse this trend.

Keeping someone of retirement age on the payroll costs an additional $50,000 a year.

An executive with MetLife urges plan sponsors and advisers to avoid talking about annuities “as if they were an investment option … they aren’t really an investment.”

For loans that are not repaid by retirees, Social Security payments can be garnished.

The new application will provide advisers with access to industry experts and online training materials. 

Very few believe the economy has fully recovered, and many say their savings and salaries are lower than before the Great Recession.

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...