Client Service

Financial novices are at major risk of diminishing decisionmaking capacity at the critical age of retirement, a study finds.

A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J....

Uptake of the U.S. Treasury Department’s myRA savings program has been slow, but officials suggest tax time is “the right time to talk about saving with myRA.”

Voya contends its study suggests an opportunity for advisers to add value by educating sponsors about the factors that contribute to retirement readiness.

“It definitely is a generation that was squeezed the most over the past 15 years,” says one expert, speaking of the challenges facing Generation X.  

Current savings models for defined contribution plan participants should be accompanied by education about the realities of life.

More participants are placing a higher importance on income projections, Corporate Insight found.

Eighty percent of this demographic group prefers to work for a company with a 401(k) plan.

Survey data shared by Spectrem Group shows “overwhelming satisfaction” among both recent and long-term retirees with respect to their personal and financial lives after work; many could have...

As wellness programs take more innovative approaches that incorporate physical, mental, and financial health, advisers can stand to gain by connecting plan sponsors with the most innovative providers.

Cerulli Associates measures a 10% jump in the number of people willing to pay for financial advice since 2008. 

Funding relief for defined benefit plans is currently scheduled to end in 2020, and plan sponsors could face a spike in contributions.

Some 40% of investors say they are fundamentally interested in life insurance products—and many are interested in speaking with wealth advisers about how to use them properly. 

Recordkeepers provide a variety of services, and plan sponsors and advisers should look for the ones most important to them and their participants.

As retirement plan advisers build their business, there are many considerations about how to add, manager and train staff.

Each retirement plan participant demographic group faces unique challenges, and advisers can help plan sponsors target their needs.

Health savings accounts remained an increasing area of focus for readers of PLANADVISER during 2016. 

Many more Millennial millionaires say they expect their financial adviser to initiate contact at least once a week compared with wealthy Boomers and Gen Xers, according to Spectrem...

Broadridge identified three trends driving change in the retirement industry that it says will remain regardless of what happens to the DOL fiduciary rule.

An increased focus on employee retirement readiness and financial wellness is being supported by a proliferation of responsive website design.