Wealth management

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.

As the value of alternative funds skyrockets, more attention is being paid, including by major research firms

Bank of America Merrill Lynch says that more retirement sponsors are pushing auto-enrollment and other features with proven success at getting employees to save.

Principal Financial’s annual evaluation of top companies in employee fiscal soundness has found a common link in wellness initiatives.

Many U.S. employers would like to retain selected Baby Boomers who choose to work beyond age 65, a new survey suggests.

Experts who have crunched the numbers on retiree medical cost estimates that factor in Medicare premiums, prescription drugs and the occasional illness project frightening bills – even for healthy individuals.

Redmond, Wash.-based Protingent, Inc. recently marked its 10th anniversary with an employee stock ownership plan to reward employees for their contributions to the technology staffing firm’s success.

A Benefits Forum & Expo panel discussion will examine how several nationally recognized 401(k) plans have raised the bar on plan design, participation and savings rates.

Tod Ruble is trying to sell retirement plan insurance that employers say they do not want and their employees may not need.

Financial literacy is so critically important to working Americans that it can make them more productive and less vulnerable to major economic uncertainty, according to a new survey, but only about half of employers said they provide basic workplace financial education.

Is your workforce going to retire in poverty?