The more technologically advanced and consistent wealth management apps and website tools are, the higher is investors’ overall satisfaction, according to J.D. Power’s 2025 U.S. Wealth Management ...

The Labor Department’s Employee Benefits Security Administration (EBSA) has filed a motion withdrawing its appeal of court challenges to the so-called fiduciary rule issued during the Biden ...

Rep. Randy Fine (R-Fla.) on Nov. 18 introduced the ERISA Litigation Reform Act (H.R. 6084), legislation that would strengthen the pleading standards for lawsuits brought under the Employee Retirement ...

Thanksgiving has been called a “uniquely American” holiday — and as we approach the holiday season, it seems appropriate to take a moment to reflect upon, and acknowledge — to give thanks, if you will ...

Mark Uyeda, one of what should be five Commissioners of the Securities and Exchange Commission (SEC), argued at a conference in New York that private securities should be considered “as part of ...

Plan sponsors have a lot to do — and a lot to do with helping Americans prepare for retirement — and a lot of things that help them do so. In this episode, Nevin (Adams) and Fred (Reish) share their ...

HR advisory and employee benefits provider Paychex this week unveiled a new AI-powered wealth management solution that provides financial advisors with real-time insights to improve retirement ...

According to Fidelity Investments’ latest Q3 2025 retirement analysis, average 401(k), IRA and 403(b) account balances reached new record highs, driven by consistent savings and positive stock market ...

After three consecutive years of double-digit returns on most indexes, nearly 8 in 10 (79%) U.S. institutional investors say that markets are due for a correction in 2026.

Target-date funds (TDFs) have continued to grow in popularity and total assets, according to data from the PSCA 68th Annual 401(k) Survey. Their usage as a default has also continued to grow at a ...

A recent study examined how different demographics should approach annuitizing to best position themselves against healthcare shocks in old age, including the need for long-term care (LTC).

Last week, we (finally) got the new contribution and benefit limits for 2026 from the IRS. Some (you know who you are) seem to think we make too much of this. I disagree.