Wealth management

Study finds younger workers are motivated to save but lack resources.

A recent report that the largest mutual fund in the world is now a stock fund, rather than an intermediate-term bond fund, could signal the great rotation — once just a theory — is underway.

Reasonable cost, high participation rates and a broad investment fund line-up contribute to the success of a 401(k) plan but other factors are important too.

Phyllis Borzi, assistant secretary of labor with the Department of Labor’s EBSA division, told attendees at Tuesday’s annual ASPPA conference in Washington that the last stages of finalizing Labor’s conflict of interest rulings are indeed underway.

Eighty percent of people think they're better-than-average investors. Here are five reasons why, and three ways employers can help plan participants overcome their investing challenges.

Companies consider boosting discounts, adding look-back provisions to ESPPs

Gen X leads all age groups in seeking retirement advice.

Market uncertainty and continued easy-money policy are among the influences we can likely expect.

CEO Bob Kerzner is set to announce the initiative at LIMRA’s annual conference this week in New York. LIMRA estimates that the U.S. population 55 and older will have about $22 trillion in investible assets by 2020.

When I present employee education sessions, employees often ask me what they should be doing in their 401(k) plan. Here's what I tell them.

The lesson for plan sponsors, one expert says, is to use an outside third-party advice provider for retirement plan advice.

Survey reveals major benefits communication challenges.

Caution workers against promises of easy money.

Rising interest rates, steep yield curve drive fixed annuity sales growth.

There are pitfalls to stepping out of a 401(k), mostly related to the lack of truly objective advice regarding other retirement investments.

The U.S. government has shuttered over fights on Obamacare, but the 2010 law in question has at long last opened its health care exchanges to the public.

Guest blogger Robert C. Lawton offers five reasons why rolling 401(k) assets into an IRA isn't in employees' best interests.

3 reasons why employers and employees will avert the crisis

There's a new industry in town: Investment newsletters that encourage frequent trading in 401(k) accounts. This is not a welcome development for plan sponsors. Here's why.

Year-over-year, however, that sales number is down 1.4% from $55.3 billion in the second quarter of 2012.