Data & Research

It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.

Most defined contribution (DC) retirement plan participants stayed the course last year with their asset allocations as stock values generally rose over the first nine months of 2013.

Over one-third of couples disagree over matters related to money in general and retirement in particular, says a recent study.

Members of Generation X, those born between the early 1960s and the mid-1980s, have seen their retirement readiness degrade since the start of the Great Recession.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.

Strong market performance helped registered investment advisers (RIAs) increase practice revenues by 18% last year, and growth prospects are good for 2014.

Accurately tracking practice metrics and documenting operating procedures are two ways firm owners can build value during the succession planning process.

In this new age of fee disclosure, it may be surprising to some that more than one-quarter (26.6%) of respondents to PLANSPONSOR’s 2013 Defined Contribution (DC) Survey do...

A strong majority of working parents already saving for their kids’ college expenses rank future education costs among the top reasons to save in 2014.

Plan participants are seeking a financially secure retirement, with more than one-third (34%) seeing the generation of guaranteed monthly income as the main goal of their retirement plan.

Americans tend to view defined contribution (DC) retirement accounts favorably, and they like the way DC contributions and withdrawals are taxed, research shows.

Results from PLANSPONSOR’s 2013 DC Survey show retirement plan sponsors turn to advisers more for help with investments than for individual participant guidance.

Very few advisers have a succession plan, and it’s possible that regulation is needed to protect their clients and investors, a report says.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

Risk averse and relationship wary, the young investors of Generation Y view advice and advisers with some skepticism, according to research.

Financial professionals working as outsourced chief investment officers (OCIOs) expect growing demand from non-pension clients in the coming years.

The adoption of smart beta exchange-traded funds (ETFs) is increasing among institutional asset managers, a new study finds.

A new study finds that for Hispanic Americans, the need to support elders and children is competing with the need to save for retirement.

A narrowing optimism gap puts advisers and investors in a more similar state of mind. Retention and improving service are top concerns.