71% of employers feel the deteriorating mental health of their workforce is having a negative financial impact on the company.
Legislation would require companies to explain to employees the benefits of taking their pension benefits as a one-time lump-sum payout versus collecting a regular income stream in retirement.
Retirees and workers remain optimistic about their ability to retire comfortably. However, concerns about inflation are creeping in.
Just 66% say target-date funds do extremely well or very well when it comes to helping plan participants deal with their income needs during retirement.
Offering crypto investments through workplace plans will make digital assets more accessible, but the option needs to be right for the investor.
The product will allow 401(k) participants to invest a portion of their savings in Bitcoin; employers that offer the option will decide what percentage of an employee's account can be directed into crypto.
The state imposes an annual $400 levy, the so-called privilege tax, on members of certain professions who do business in the state.
The opportunity to use a valuable claiming strategy will soon disappear.
Virtually all advisers have risk-management strategies in place, says Nationwide.
A new survey shows the true cost of playing around: If millennials saved the $86 that they spend on gaming each month, they'd have put aside $307,306 by the time they hit age 65.
A bill in Tennessee would eliminate a privilege tax levied on investment advisers. A proposal to tax financial advice was stopped in Kentucky.
Blogs, email accounts are among the items making their way into estate plans these days.
The Labor Department gave the Swiss bank's affiliates a one-year extension of a key designation that allows them to manage U.S. pension funds, but says it will look at whether to revoke that due to the bank's misconduct.
New (and confusing) IRS rules about required minimum distributions raise new questions for advisers.
The SEC's probe of GWG spilled over to include the sales practices of some of the 145 broker-dealers that sold the bonds, according to bankruptcy filings.
The market has been anticipating the move for more than two weeks; the company has struggled of late and repeatedly missed the deadline to file audited financial statements in the past couple of years.
Schwab study shows the YOLO generation is beating boomers when it comes to starting and stuffing their 401(k)s.
Only small fractions of workers took withdrawals from or stopped contributing to their company plans last year, according to an Investment Company Institute study.
An ex-wife must wait for her former husband to turn 62 to claim benefits on his record.
The court refused to review a New York-led constitutional challenge to the $10,000 cap on state and local tax deductions imposed in the 2017 tax law.
