The investment options are unfamiliar to a third of plan participants and the wide variety of choices is confusing, which can mean an opportunity for education and advice.
Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in...
Changes in bond market conditions and institutional portfolio strategies are driving the largest U.S. investors to add more exchange-traded funds (ETFs)—especially those built on fixed-income investments.
Financial professionals often suggest a 4% annual withdrawal rate for retired workers living off accumulated assets, but one service provider is pushing a more sophisticated approach.
More than half of Americans (52%) say their annual tax refund is slated for necessary expenses such as loans, credit cards and other household expenses, a survey says.
Witnesses during a U.S. Senate subcommittee hearing shared issues and proposals policymakers should consider to ensure the retirement security of low-income workers.
Revenue-sharing payments are not necessarily a violation of the Employee Retirement Income Security Act (ERISA), but they are if not disclosed, a court ruled.
Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.
A greater focus on participant outcomes and their own fiduciary responsibilities may be leading more plan sponsors to adopt managed accounts for their retirement plans.