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However, 35% of plans state that 26% to 50% of their participants use their entire balance every year.

Kelley Long, member of the AICPA Consumer Financial Education Advocates group, has a few suggestions for plan sponsors and plan advisers to help participants not react to unreliable...

Andrew Acosta’s appointment as Secretary of Labor was more or less a non-event from the perspective of the wider media and the general political conversation—but it is an...

Segal Group adds senior consultant; Unified Trust announces digital advice manager; Hueler Income Solutions hires managing director; and more.

Plan sponsors participating in a recent PLANSPONSOR forum especially expressed concerns about transparency issues.

Twenty percent of pre-retirees have not completed any retirement planning activities, a study found.

For example, Millennials are more likely than the other generational cohorts to say they tried to find the cost of health care services before getting care.

The legislation would give workers who leave their jobs up until they file their federal taxes to repay loans they’ve taken out of their DC plans, among other...

The Toroso ETF Industry Index allows investors to measure the performance of the wider ETF Industry including ETF sponsors, index and data companies, as well as trading and...

A study from Corporate Insight shows use of the best practices in participant communications reliably increases enrollment, deferral rates and dialogue.

LIMRA finds reactions were “mixed” among small-business owners regarding Connecticut’s forthcoming program offering state-administered retirement planning to private-sector employees. 

The Society of Actuaries estimates an increase in funding target liabilities, PBGC premiums and minimum required contributions.

A survey of financial executives finds that most highly value the financial stability of their workforce as a critical component to a successful HR management strategy.

The agency says gaining additional insight into Americans’ decisionmaking processes and experiences will “provide policymakers and the research community with valuable information that can be used to guide...

They prioritize one day owning a home and saving for retirement, yet more Millennials are saving to travel than for either of these two goals.

A memorandum suggests there are two ways an employer can determine the highest outstanding loan balance in the past year when calculating the amount of an additional loan...

Plaintiffs unsuccessfully alleged plan fiduciaries should have known that an investment option had the “clear indicia of a growth stock,” and did not meet purported investing criteria of...

While the Department of Labor has signaled it could do another delay of the fiduciary rule prior to June 9, the more likely course is that it will...

While the advisory firm has now been dismissed from the pool of defendants, the wider case itself will still apparently move forward.

The analysis found certain themes surface with regard to systems that have developed robust communication and financial reporting initiatives.