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Many Gen Xers and Gen Yers deferred 90% or more of the Internal Revenue Service (IRS) maximum allowance for contributions to their retirement accounts, according to research by...

Vanguard research explains how CITs and mutual funds are just as beneficial.

And they generally think they will need to save half of what Baby Boomers think is needed to retire comfortably.

Those who did not increase their retirement savings cited stagnant income, other financial priorities, increased household expenses and an unexpected financial emergency as reasons.

IonTuition finds more than half (52%) of respondents still owe more than $15,000 in student loans, and the year-over-year data shows the number of respondents with more than...

While the first lawsuit focused on excessive recordkeeping, administrative and investment fees, the new lawsuit focuses specifically on the university’s practices with regard to revenue sharing.

The EBSA’s Plan Investment Conflicts (PIC) project have reviewed conflicts of interest of fiduciary service providers and investment managers of plan asset vehicles that led to conflicted decision...

Investors and broker-dealers should start treating ETFs as an asset class all their own, Kevin McPartland, with Greenwich Associates suggests.

Paying down debt is a higher priority for survey respondents than saving.

A survey finds many small employers do not offer employees a retirement plan, and few employers that offer retirement plans extend eligibility to part-time workers.

Voya successfully moved to dismiss the amended claims under Rule 12(b)(6), arguing that the claims should be dismissed because they fail to plausibly allege the firm actually took...

The IRS notes that Rev. Proc. 2017-41 modified the pre-approved letter program by combining the master & prototype and volume submitter programs into a new opinion letter program.

The pension plan administrator for the city of San Jose employees has known about the overpayments due to miscalculations since 2011, but the overpayments continue.

Because participants receiving a student loan repayment non-elective contribution can still make deferrals to the 401(k) plan and receipt of the contribution is not dependent on whether the...

The bank has agreed to pay $21.9 million to settle charges it benefited from including proprietary funds in its 401(k) plan.

Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.

Among other features, the program delivers worksite seminars allowing employees to learn about financial principles that are relevant to them, including personal finance and retirement strategies.

LCG Associates Promotes Investment Analyst to Consultant; Mercer Acquires Investment Consulting Brand; AndCo Acquires Public Funds Consulting Practice; and more.  

Responses to a large survey of health care consumers suggests that workers now expect their employers to support physical, mental and emotional, and financial wellbeing equally.