More than four out of five investors who work with a financial adviser indicate a high level of trust in those professionals (82%), according to a John Hancock...
The share of plan assets in company stock fell seven percentage points for KSOPs because of the diversification provisions in the Pension Protection Act of 2006 (PPA2006).
Retirement plan sponsors who conduct marketplace reviews with finals presentations are 55% more likely to remain with their current provider today than they were as recently as four...
More than three-quarters (76%) of financial advisers who moved to an independent business model report they are better off financially, according to a Fidelity Investments study, “Fidelity Insights...
Two-thirds (66%) of those who work with a financial adviser have an understanding of how much of their retirement savings they will withdraw annually at retirement.
Retirement plan participants are in need of direct, simple guidance to help them reach their retirement goals, according to State Street Global Advisors’ (SSgA) Defined Contribution (DC) Investor...
Thirty-eight percent of affluent investors responding to Merrill Lynch's Affluent Insights Survey said a less volatile stock market would encourage them to start saving more for retirement.