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The rise in lawsuits is prompting more sponsors to turn to lower-cost index funds—and could prevent them from offering lifetime income products.

Student debt hurts the financial well-being of an overwhelming portion of respondents to a new survey—with the scourge of student debt cutting across generations and economic status.

While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.

Equity prices have strongly recovered since the Great Recession, bringing some benefit to corporate pension funded status, but pension plan sponsors have still faced periods of unprecedented volatility, a...

Hellman & Friedman, which owns Edelman Financial Services, will combine the two companies.

Willis Towers Watson researchers present various opportunities “outside of traditional hedging assets other than long corporate credit that may be added to [pension funds'] hedging portfolios to help...

The employer sought to carve out new hires from a critical-status multiemployer pension fund and instead direct their contributions into a 401(k) plan—but both a district court and...

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...