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The Financial Elements program breaks down challenging concepts into simple elements to increase financial literacy and reduce employee financial stress through education and behavioral coaching.

Goodwin adds partner to ERISA team; AllianzGI hires head of client business for North America; Ascensus acquires TPA firm; and more.

According to the DOL and FBI, two former executives of First Farmers Financial produced false documents and sent them to a Milwaukee investment firm to support “sham loans,”...

The IRS says it is reversing the change to the limitation because stakeholders informed it that implementing the $50 reduction to the limitation on HSA contributions for an...

Morningstar estimates that investors saved more than $4 billion in fund fees in 2017 by continuing to gravitate toward lower-cost funds.

In addition, a CareerBuilder survey found roughly one in four workers ages 55 and older (23%) said they do not participate in a 401(k), IRA or other retirement...

For one thing, the plaintiff argues the briefs filed in support of the University of Pennsylvania provide the university an argument word-count advantage.

In partnership with AllianceBernstein and Personal Capital, WealthSpark’s investment recommendations are based on up to 18 individualized data points cultivated through Personal Capital’s technology.

Those who are contributing less than 3% to a retirement plan are on track to replace 59% of their income in retirement, whereas those who contribute 10% or...

The complaint says that instead of offering a stable value fund in its 401(k) plan, American Airlines offered the AA Credit Union Fund, which yielded “tremendously” poor returns...

Compared to workers who feel very ready for retirement, unprepared workers show disappointment with the retirement information provided by their employers, a survey by the Indexed Annuity Leadership...

Future retirees expect a greater monthly payment from Social Security than what current retirees say they collect, according to a survey from Nationwide.

A TDF may invest its assets into index-based securities that do not make tactical adjustments as the markets change—but the act of managing even an index-based portfolio according...

A federal appellate court agreed with the Commissioner of Internal Revenue that Pizza Pro Equipment Leasing incorrectly calculated the limitation on the plan’s annual benefit and therefore made...

The mixed decision comes after DOL moved for summary judgement; the defendants responded by moving to exclude key testimony from a DOL expert on the doctrine of “adequate...

Integrating and simplifying benefits programs and the human touch enhances engagement in employee wellness programs, according to a survey of large employers.

In addition to a new retirement readiness tool that offers an aggregate picture of retirement savings, Vanguard has partnered with TD Ameritrade for a new brokerage account option...

The latest Retirement Confidence Survey from the Employee Benefit Research Institute shows confidence in specific factors for retirement readiness is lower, and sources offer suggestions for how retirement...

The quarterly Defined Benefit Market Update and Commentary is designed to support DB plan sponsor clients and potential clients in the ongoing management of their plans and includes...

The report creates a watch list of investment managers that invest millions of dollars in companies that make assault weapons.