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Seventy-six percent of those who are financially independent think retiring earlier will help them live longer, yet top concerns about retiring early are outliving their money and health...

The majority of retirement plan participants surveyed said they have knowledge about their retirement plan and fees, but while the majority also said they know they need to...

The court found the Sequoia Fund’s investment in Valeant Pharmaceuticals was consistent with the retirement plan documents, and plaintiffs concentrated unnecessarily on whether the fund purported to be...

In addition, in a new 2019 State Retirement Security Blueprint, the Insured Retirement Institute (IRI) says the creation of state-run retirement plans is the wrong approach to addressing...

Horace Mann’s traditional agencies will continue to focus on the public education sector, while newly acquired subsidiary BCG will offer qualified and non-qualified solutions for nonprofit/tax-exempt organizations.

Those married or partnered are more likely to place a high priority on saving for retirement than single individuals (64% vs. 52%) whose financial priorities are more likely...

Sway research finds target-date series that invest in passively managed underlying funds, as well as those that invest in collective investment trusts (CITs) have been increasing, while target-date...

The retirement plan provider is offering this program in partnership with Social(k) and LeafHouse Financial.

BPAS partners with bank to create 401(k) platform; intellicents opens office in Colorado; and Seelaus names managing director of firm’s subsidiary.

The Society of Actuaries says financial wellness programs need to be designed so individuals of different fragility levels can connect to what is useful and important to their...

H.R. 1439, known as the Increasing Access to a Secure Retirement Act, would establish a stronger Employee Retirement Income Security Act (ERISA) safe harbor for defined contribution (DC)...

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

The lawsuit claims owners of Freedom Communications made ill-advised, highly speculative investments which caused the pension plan to lose tens of millions of dollars.

In Information Letter 2018-0033, the IRS offers some examples of the type of errors which may be corrected—expanding on previous guidance.

In addition, Devenir found HSA investment assets surpassed the $10 million mark in 2018.

A federal district court judge has granted the parties' request to set a deadline of April 22, for the filing of a motion for preliminary approval of the...

In an amicus curiae brief, the Investment Company Institute says letting an appellate court decision in a case against Putnam Investments stand will increase Employee Retirement Income Security...

A survey found more Americans are prioritizing building an emergency savings fund over retirement savings.

The strain of supporting other family members financially is taking a toll, PNC learned in a survey.