Access to a DC plan was highest in three categories: (1) information-related occupations (91%); (2) financial activities (89%); and manufacturing (83%). It was below 70% in only two: construction (68% ...

Ready for some good news on the retirement savings front? Fidelity Investments’ latest release, covering the first quarter of 2025, reports that the total 401 (k) savings rate increased to a record 14 ...

At her confirmation hearing before the Senate Finance Committee on June 3, Janet Dhillon — nominated by President Trump on March 10 to be the new Director of the Pension Benefit Guaranty Corporation ...

The survey found that, in general, employees tend to favor receiving financial education in a “personalized and private setting.” The majority prefer one-on-one sessions with a financial professional, ...

“After ten years of underperformance, a loyal and prudent fiduciary would have removed the fund from the Plans,” the suit asserts. “But instead, the TIAA Defendants kept the fund in the Plans, and the ...

In the case of a $100,000 rollover check, a two-week absence from the market during an upturn could cost $37,512 in lost ...

The June 5 Senate HELP Committee hearing will also consider the nominations of Penny Schwinn to be Deputy Secretary of Education; Kimberly Richey to be Assistant Secretary for Civil Rights at the ...

EBSA casts its part in the new opinion letter program as part of a broader effort. The compliance assistance it provides through advisory opinions and information letters, it says, are “a vital part” ...

Social Security remains a staple of retirement expectations and security, challenges or no. An industry expert recently offered ideas concerning ways to optimize the benefits of the enduring mainstay ...

It’s a way to ensure its staff is properly onboarded with the appropriate training and expertise, and that they have access to the right tools to create long-term success within the company.

Engagement: You put a ring on it! No, not the vows — with your clients. Industry experts recently offered their insights on the importance of a service provider being engaged with clients, as well as ...

Life has many lessons to teach us, some more painful than others — and some we’d just as soon be spared. Regardless, if you have a graduate — or if you ARE a graduate, here are some insights I’ve ...