Data & Research

Charles Schwab has found that participant engagement in Schwab-serviced 401(k) plans increased both online and over the phone during the months of September and October.

A Mercer survey indicates that the economic realities of the past year have led retirement plan participants to lower their retirement expectations.

Brinker Capital released the year-end results of its Brinker Capital Retirement Indicator, a gauge of financial adviser sentiment regarding retirement-related issues.

The trend of suspending company match contributions to save money during the financial crisis has spread to 403(b) plan sponsors, as St. Peter’s Health Care Services announced it...

A Vanguard analysis finds participants are heeding expert advice to stay the course during the market turmoil, and are not trading and withdrawing funds in a panic.

Although many polled Americans express anxiety about retirement, more than four in 10 do not work with an adviser, a Bank of America (BoA) survey found.

Recession or not, true love will cost you dearly this year.

Nine in 10 U.S. workers in their employer retirement plan have not tapped into their nest egg despite the economic downturn, and 11% are actually upping their deferral...

A Las Vegas casino company and one of Utah’s largest employers are the latest to cut 401(k) employer match contributions in an effort to reduce costs.

While a majority of board of directors or board-level committees retain responsibility for appointing fiduciaries for qualified plans, an increasing number are choosing to delegate that responsibility.

Younger participants with fewer years on the job have fared reasonably well with their 401(k) accounts during the economic downturn compared with their older colleagues who have not...

Three-fourths of financial advisers polled in a new JPMorgan Funds-sponsored survey said that when evaluating target-date fund options, plan sponsors lack clear and objective criteria for selecting the...

Perhaps not surprisingly, there has been significant movement toward adopting target-date funds as a default investment for automatic enrollment.

If expenses are not cut significantly, asset management profits face a serious decline, and the largest sources of potential expense reduction are incentive pools and headcount, according to...

As the global economy evolves, so is the financial outlook for Baby Boomers.

Even before the current market turmoil, plan sponsors were increasingly inclined to bring in some expert help.

Some aset management firms are looking to reduce their distribution teams but expand their territories, according to research from kasina.

More than a quarter (27%) of Baby Boomers polled by a social-networking site for the 40 and over crowd said their biggest workplace worry was the value of...

People in a recent poll turn first to Web sites and news sources and then to financial professionals for financial information.

The wealth transfer market—which will top $38 trillion in the next few years—is a sizable opportunity for advisers.