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A district court found plaintiffs met the requirements of ERISA Rule 23(a) and the class is maintainable under at least one of the subdivisions of ERISA Rule 23(b).

EPIC incorporates StoryLine to platform; Sterling Capital adds R6 share class to select mutual funds; and PAAMCO launches alternative beta tool.

Three-quarters of respondents to a Schwab Stock Plan Services survey consider equity compensation part of their long-term financial plan, and most say their equity compensation helps them feel...

Manning & Napier created a set of reference guides to break down exactly what individuals need to know about the new tax law, Social Security, Medicare, and long-term care...

Compared with those who seek out traditional advisers, “online enthusiasts” are marginally more skeptical of believing that financial services firms are working in their best interests, according to...

Workers who are participating or have participated in an employer-sponsored retirement plan are more likely to have calculated retirement income needs and to have used more sophisticated tools...

The majority of respondents to a survey cited other approaches for converting passive patients into active health care consumers.

Only half of couples of all ages discuss these important topics

U.S. Fiduciary Services and three of its subsidiaries agreed to provide payment of more than $7 million to 42 retirement plans.

In 2016, 40.2% of plan sponsors surveyed by the PSCA used a default rate for auto enrollment greater than 6%.

“Financial stress distracts employees and can hurt an organization’s bottom line by lowering productivity, increasing turnover and harming workers’ health,” warns Elias Vogen, Securian’s director of group insurance...

The bill would permit high-deductible health plans (HDHPs) to provide chronic disease prevention and treatment—which some say is critical to reducing health care costs—prior to participants having met...

Of this group, 25% said they will increase their company match to the 401(k) plan. 

Based on a partial year of data for 2016, 1.3% of all employers withdrew, affecting 19% of plans that covered 67% of all participants, the Society of Actuaries...

ADP makes Financial Engines solution available to clients; TRA acquires third-party administration firm; HUB appoints vice president to help clients with health benefit solutions; and more.

Among other things, the bill allows for hardship withdrawals from more contribution types.