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The Gallagher Money Coaching program aims to promote financial well-being and resiliency through personalized coaching.

Seventy-nine percent of participants said they would be at least somewhat likely to roll over some of their current retirement savings into a guaranteed lifetime income solution.

They are also more open to using new devices to manage financial accounts, including retirement accounts, a survey finds.

Seasoned ERISA attorney joins Wagner Law Group; EBRI hires new research and development strategist; and Lockton Companies selects employee benefits practice vice president.

Northern Trust is accused of giving AutoZone bad direction regarding investments in Prudential’s GoalMaker solution, allegedly due to a conflict of interest.

The owner of a 403(b) plan administration firm and another insurance agent allegedly convinced educators to roll retirement plan money into an IRA to invest in the owner’s...

Allianz Life says a nuanced approach is necessary to help Black, Indigenous, Hispanic and Asian/Asian American employees achieve their goals.

Hartford Funds builds Commodity-Focused ETF; Northern Trust invests in Essentia Analytics; Northern Trust launches ESG ETF Suite; and more.

The legislation is designed to provide a retirement savings vehicle for people who don’t have access to one, but in certain cases, employers would be able to contribute...

The app helps individuals prioritize goals and makes suggestions for improving financial habits.

Studies show employers are offering access to financial products and tools, as well as financial advisers, and many plan to offer student loan debt repayment assistance. 

The firm is partnering with Retirement Clearinghouse to help plan sponsors simplify small-balance 401(k) rollovers.

The agency is accepting applications before a final rule is published and says any changes will not reduce the amount of assistance a plan might receive.

The Justice Department alleges that military employees who used ‘donated leave’ to avoid losing pay were denied pension contributions and credits that were due them.

Most transfers went from equity to fixed income, according to the Alight Solutions 401(k) Index report.

The EBRI HSA Database also shows very few account holders are investing their savings.

The ruling rejects the defense’s dismissal motions and includes a detailed analysis of what is required for ERISA plaintiffs to prove standing based on allegations that average recordkeeping...

Duty of prudence and prohibited transaction claims will move forward against the Centerra Group plan fiduciaries and Aon Hewitt, which also has to face a duty of loyalty...