Latest News

According to the lawsuit, the company informed a candidate that it did not hire him because it was seeking a candidate who could "maximize longevity."

Wisdom Tree unveils fixed income strategy; Fidelity launches ESG Index Funds; and Envestnet offering 3(38) investment service to TIAA clients.

Plan sponsors can help participants make sure they have a plan in place to retire on time, and also to help them visualize what that life may look...

Fidelity Investments client data analysis shows on average, women performed better than men when it comes to investing by 40 basis points.

A new white paper from Voya aims to help people get a better handle on health care costs in retirement.

Despite Americans’ concerns about being able to afford retirement, more than half of those surveyed (51%) do not include retirement in their long-term financial goals.

On average, white adults ages 50 and older have three sources of income for retirement, compared with two sources each for older African Americans and Hispanics, a survey...

Participants in plans that purchased guaranteed investment contracts from the Principal say the arrangement has led to prohibited transactions under ERISA.

One-half of all of all families that have retirement account assets plus home equity rely on these for more than 78.2% of their retirement savings outside Social Security....

The decision follows a ruling against First Bankers Trust in a DOL lawsuit.

WestRock RKT Company claims that the amendment violates ERISA because “critical status [multiemployer plans] with valid rehabilitation plans may not unilaterally impose on employers contribution requirements necessary to...

A new bill introduced by Senate Democrats would reestablish an ERISA safe harbor for state- and city-run retirement plans for the private sector—and in a roundabout way the...

Fidelity announced it will allow wider third-party access to Portfolio Advisory Service at Work, a managed account offering that delivers personalized investment management for retirement plan participants.

Two providers have introduced retirement plan health measurement tools with different approaches.

A paper suggests special care needs to be taken to educate age cohorts about their biases to avoid investment portfolios and financial plans that are too conservative.

Among the updates are more options for customizing views and taking action.

Claims moving forward regard excessive fees by using four recordkeepers and excessive fees by offering too many funds in the plan.

Additionally, 39% believe they will retire after age 65. 

Only 4% say they will drop health insurance coverage for some full-time employees if the employer mandate is repealed.

Fifty-six percent say their primary retirement savings goal is to not outlive savings.