Latest News

Aviva Investors Appoints Head of U.S. Equities; Past Wholesaler Forms Retirement Plan Consulting Firm; Alternatives Business Expert Joins Franklin Templeton; and more.

Only 21% of non-investing Millennials and Millennials with only retirement accounts are very or extremely confident about making investment decisions.

Even financially adept employees have trouble deciding where to save and how to spend.

This year, Congress is actively taking up legislation that would expand the use and benefits of health savings accounts (HSAs).

The lawsuit alleged that employee stock ownership plan participants overpaid for company stock.

HealthView Services estimates total lifetime retirement health care expenses for an average healthy 65-year-old couple, who live to their actuarial longevity, retiring this year are projected to be...

As in a previous lawsuit, the complaint questions the fiduciary prudence of investing profit sharing plan assets in the Sequoia Fund, distributed and advised by Ruane, Cunniff &...

Natixis Adds Strategies to Sustainable Future Funds; GSAM Offers Fourth Fixed Income ETF; PGIM Launches Second Actively Managed ETF; and more.

Thirty-six percent of young adults who are both paying off debt and saving for retirement but who have made paying off debt their No. 1 priority feel “very...

Leaving only the prohibited transaction claim to move forward, a federal judge found most defendants were not fiduciaries with respect to the claim and dismissed all but the...

Responsible practices and policies have been shown to serve corporations better in the long run, strengthening their ability to meet the needs of their customers in a sustainable...

The account stays with an individual from job to job and in between. 

“Millennials in particular should pay off student loans and other debt, so that they can take steps to focus on longer-term issues, such as retirement security," says Anna...

The agency has alleged violations of the ADEA against Norfolk Southern and Llanerch Country Club in two new lawsuits.

But the reality is, only 33% of retirees have worked at any given time, according to EBRI.

The sizable deal comes as more large employers close to within striking distance of PRT transactions.

The court holds that bundling services or revenue sharing are common and acceptable investment industry practices that frequently inure to the benefit of ERISA plans.

Those surveyed said if they were to trust an online or mobile app, it first would need to be easy to use, followed by giving them access to...

According to IRS Revenue Procedure 2018-52, in general, beginning April 1, 2019, plan sponsors must use the www.pay.gov website when filing a VCP submission and paying applicable user...