Employee benefits

The funded status of the nation’s largest corporate defined benefit plans ended just as it did in 2014, due in large part to a rise in interest rates that were offset by a weak global stock market.

Be a fly on the wall as community bank CEOs look into the future and discuss 2016.

With people preoccupied with planning a get-together or last-minute shopping, 401(k) communications during the busy holiday season might get lost in the shuffle.

Plan sponsors need to be aware of what will happen to 401(k) plan loans now that rates have gone up.

It bears paying attention in the coming year as to what inroads digital-first firms can make into the DC space.

Treasury Secretary Jacob Lew announced that the administration's "myRA" retirement plan will be available nationwide, with an expanded menu of funding options.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

Municipal bond sales in the U.S. are set to decrease in the next month while the amount of redemptions and maturing debt rises.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

Almost half of U.S. workers didn’t have a company-sponsored retirement plan in 2013, compared with 39% in 1999, according to an analysis of Census Bureau data by the Schwartz Center for Economic Policy Analysis at the New School for Social Research in New York.

The median state pension last year had 70% of the assets needed to meet promised benefits, up from 69.2% in 2013.

Small market participants have less access to support and appear to be less knowledgeable and engaged in their workplace retirement plans.

Employees are gaining confidence in their short-term finances but the majority is still not saving enough for retirement.

A slideshow of education-related tax opportunities

Having developed robo platforms for retail clients and advisors, Betterment is expanding further into the asset management industry with a 401(k) offering for businesses.

Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.

"Many expect to continue working in retirement,” says Catherine Collinson, president of the Transamerica Center for Retirement Studies.

With retirement savings plans directly in focus, the Labor Department is one step closer to implementing a new fiduciary standard whose scope heartens supporters and troubles critics.

Asset managers took lead roles to vehemently oppose the DoL's fiduciary standard proposal. In the course of the Department's hearings, some representatives fared better than others under scrutiny.