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Seventy-nine percent believe that by the age of 80, a comfortable retirement will be a thing of the past, and 70% say that is because they are unable...

This would replace a pending requlation that would have required the disclosure to be made on Form N-PORT on a quarterly basis.

A report from Hearts & Wallets also reveals the market for existing income management tools for new retirees is 3.5 million households.

A plan sponsor using pre-approved plan documents to restate a plan for the plan qualification requirements included on the 2012 Cumulative List will be required to adopt the...

In addition to a monetary payment of $4.75 million, the bank agreed to non-monetary terms regarding payment and vesting of matching contributions to its 401(k) plan.

Research reveals that less than half of sponsors believe that employees are solely responsible for their own retirement savings and investing decisions, but greater than three-quarters of participants...

Expenses are cited as the main reason why they are failing to save anything, Bankrate.com found in a survey

One of the most common approaches to valuing managed account services is to compare historical investment performance with a target-date fund or similar benchmark; Empower Retirement argues there...

Seventy-eight percent of missing participant account holders are employed—meaning they could have a new retirement plan to which they could roll over their stranded balances, according to a...

My Total Retirement is designed to help an individual from the goal-setting stage at the start of the one’s career through a withdrawal strategy that’s implemented when their...

Seventy percent of female financial advisers say women are underserved

A new survey shows many Americans are flatly unaware that they can use their health savings account assets accumulated in their working years to pay for health care and...

Case studies show how using pay-for-value strategies, improving quality of care efforts, personalized experiences and embracing disruption are providing cost savings for employers and employees alike.

A study also learned that while 53% of respondents said they planned to become caregivers, many are unprepared for the financial implications of taking on such a role.

Employer contributions and loans are also prevalent, a Brightscope/ICI report says.

A memo says examiners should not challenge a 403(b) plan for violation of the RMD standards for the failure to commence or make a distribution to a participant...

The decrease in self-insured plan enrollment is due to a decrease in self-insurance for large employers.

SEC-mandated regulatory filings from Wells Fargo Advisors have triggered state and federal inquiries into whether the firm’s advisers have made inappropriate referrals or recommendations, including with respect to...

A staffing firm sent an email to the applicant telling him he would no longer be considered for a position because he was “born in 1945,” and “age...

Debel to lead Retirement and Income Solutions at MetLife; OneAmerica announces additions to Institutional Retirement Plan team; intellicents announces addition to Financial Planning Department; and more.