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The firm is offering Morningstar Investment Management LLC’s new flexible 3(38) fiduciary service to all of its retirement plan sponsor clients.

The smallest employers can now offer a different type of HRA to help employees pay for medical costs, without tying it to a group health plan.

The new SEC Chair is calling on retirement industry stakeholders to weigh in on whether the DOL fiduciary rule is helpful or harmful.

MFS adds R6 Shares to 20 more mutual funds; T. Rowe Price releases High Yield Fund; Vanguard announces latest fund expense changes; and more.

In the U.S., TDFs have consistently had positive gaps because U.S. investors contribute to their 401(k) savings with every paycheck, and TDFs reduce bad market timing decisions.

According to an MFS survey, just four in 10 women are confident in their ability to address financial concerns and just one-third of women surveyed are confident they'll...

Using the smoothed assets as allowed and smoothed bond rates require by current law to discount the liability, the 2014 total funding target liability for single-employer plans of...

A survey definitively found that employees want and expect their employers to help them manage their finances.

A new study finds plan providers are turning to cloud-based technology and other solutions to enhance targeted communications toward different age groups.

“Once an employee understands what he or she is saving for, that individual is more motivated to engage in their retirement planning process and seek out a meeting...

One solution connects existing retirement plan solutions from third parties to HealthEquity's HSA.

Most of the M&A action will center on “the good number of regional banks, regional insurance companies and other entities in financial services realm who have captive, legacy...

However, economic issues and longer life expectancy present significant challenges to Millennials’ retirement plans.

Generation X has competing financial priorities that plan sponsors need to address.

A U.S. District Court Judge agreed with Wells Fargo that allegations that the bank breached its fiduciary duty by continuing to invest in its own TDFs when better-performing...

The DOL notes that complying with all fiduciary responsibilities can be especially challenging for small and medium-sized employers who have limited time, resources and access to professional help...

CIT assets have been increasing 14.4% a year, according to DST.

A consulting firm outlines three alternatives it has recommended to its partner companies in an effort to manage their employees’ health care in a cost-effective manner.

The move to T-shares for retirement accounts is expected to help advisers and clients working with the brokerage firm meet the requirements of the strict new conflict of...

The lawsuit charges that the crediting rate United of Omaha set for guaranteed investment contracts allowed it to receive excessive compensation.