Wealth management

Fidelity Investments reports that, where previously stock assets were targeted for paying bills and debt, more and more stock participants plan to use that eventual revenue for retirement.

Better retirement plan education combines both online features and in-person meetings, say experts.

Officials from Principal Financial’s best companies for employee fiscal wellness describe how they structure their retirement plans.

A new data analysis from the Employee Benefit Research Institute says retiring five years later in life might not be enough to shore up proper savings.

Market volatility has made annuities markedly more attractive in the past year.

As the emphasis of defined contribution retirement plans shifts from wealth accumulation to income replacement, new pitfalls lie along the new path.

Members of the Department of Labor’s ERISA Advisory Council have scheduled an open forum to discuss disability benefits in defined contribution plans, as well as other topics.

HR pros invest time and effort in the EBN-EBA Financial Fitness Challenge to help employees become financially healthy.

Nearly half of those without annuities in a recent survey worry providers could not meet guaranteed obligations and only 5% were highly knowledgeable on the subject.

Nearly two-thirds of Canadians surveyed have fallen short of their savings goal, and many plan to work part-time to supplement their pension.

Roth IRAs appeal most to the youngest and oldest investors, according to Fidelity, their No. 1 provider, which also reports an “across the board” investment know-how hunger.

Many in the Lone Star State are bucking the idea that moving to 401(k)-style defined-savings plans like Kansas or Rhode Island could help bridge assets with future obligations.

The smallest city in Rhode Island has saved its bondholders at the expense of retirees and fiscal independence.

As more women are becoming the primary breadwinner in their households, a survey finds that financial advisers can make their futures feel safer and more informed.

Auto-enrollment, auto-increase and professional advice features are all up among 401(k) plans, according to a new data analysis from Charles Schwab.

HR pros invest time and effort in EBN-EBA Financial Fitness Challenge to help employees become financially health.y

Benny Award winner Carol Klusek strives to make financial wellness part of Aetna’s workplace culture.

David George Ball, former assistant secretary of labor under President George H. W. Bush, was inspired by Martin Luther King Jr. to help employees achieve financial security.

The Federal Reserve chairman says ‘the economic health of our nation’ benefits greatly the more informed the general public is about their own financial decisions.

While most workers are not as financially sound as they should be, more are being proactive with their retirement and investment plans.