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The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research Award for work about spending trends in retirement...

Workplaces prioritizing mental health see 13% higher productivity, employees are 2.3 times less likely to report feeling stressed, and there is a 2.6 times higher likelihood of reduced...

Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households, the median balance was $87,000, and the average...

The asset management firm found that financial aid has not kept pace with the rising cost of college tuition, with families now shouldering 48% of college expenses.

The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, and data privacy and security.

The restraining order was issued days before a nomination hearing for Frank Bisignano, Trump’s nominee for commissioner of the Social Security Administration, is scheduled.

PensionBee adds Roth, traditional contribution capabilities; SMArtX Advisory Solutions adds 5 strategies; October Three expands retirement plan; and more.

Research from the asset manager shows the world is in an era of two tracks—the 25% now deglobalizing and the 75% still integrating into the world economy.

The lawsuit alleges that Lockheed Martin used underperforming target-date funds with high fees in its 401(k) plans for the company’s own benefit.

A J.D. Power study finds traditional wealth management firms may be missing out on attracting younger investors.

New research, focused on 19 of the 25 largest U.S. private equity-leveraged buyout families, argues private equity is riskier than the publicly traded funds in which defined contribution...

More than half of those aged at least 55do not understand strategies to make their retirement income more tax efficient, according to an Edelman Financial Engines survey.

Nearly half (47%) of U.S. private sector workers still lack access to workplace retirement plans, according to Georgetown University’s Center for Retirement Initiatives.

Employees experiencing extreme financial stress saw a 60% reduction after engaging with Finfit’s financial wellness tools.

New CTO at Carson Group; Mesirow Wealth Management hires Gary Pattengale; Kristin McCarthy named head of product at PCS Retirement; and more.

The “Invest in America” accounts would provide all U.S. children with a federal government-funded $1,000 grant to be invested and grow over time.

Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, only 57% actually do something about it.

The Peach State Saves program would automatically enroll eligible workers in a Roth IRA.

In light of continued market volatility, investors appeared to move money into what they see as more stable investments

New enrollees in a TIAA IRA can now select among TIAA's annuities, including the TIAA Traditional and CREF variable annuities.