Data & Research August 12th, 2015 RIA Industry Stats Show Client Base Growth, Challenges Since 2014, RIAs have added 31,157 non-clerical jobs, a 4.3% increase.
Data & Research August 11th, 2015 Firms Want to Keep Older Workers, but Cite Challenges Among the challenges cited by employers were increased health care benefits costs.
Data & Research August 11th, 2015 Ease of DC Plan Use Drives Employee Engagement The median savings rate for non-highly compensated employees increases to 5.9%.
Data & Research August 11th, 2015 Beliefs Range Widely on Social Security Stability Many workers in the U.S. lack confidence in Social Security, yet more than half have done nothing to address personal longevity risk.
Data & Research August 10th, 2015 Advisers Viewed as Highly Effective More than nine out of 10 investors say advisers are helping them reach their financial goals.
Data & Research August 7th, 2015 African Americans Continue to Grow in Affluence However, many are not taking advantage of financial and investment tools, a Prudential study finds.
Data & Research August 6th, 2015 ICI Savings Snapshot Shows Individual Commitment Large data set reveals U.S. workers are engaged in their DC plans and are taking their individual responsibility for saving seriously.
Data & Research August 5th, 2015 Health Care Costs Remain Major Retirement Expense A 65-year-old couple can expect to pay $220,000 on health care in retirement, a government group says.
Data & Research August 5th, 2015 Student Loans Setting Millennials Back The onus is preventing many from saving for retirement.
Data & Research August 4th, 2015 Interest Rates are Top of Mind for Advisers Many advisers are trying to address client concerns about when rates will rise.
Data & Research August 4th, 2015 College Costs Rival Retirement as Savings Goal As one-third of parents are still shouldering student debt, they are highly motivated to help their children pay for school without relying on loans.
Data & Research August 4th, 2015 Supporting Family Remains a Retirement Challenge Americans who support an aging parent or an adult child give an average of $12,000 a year to their family members.
Data & Research August 3rd, 2015 Matches, Automatic Features Becoming More Common Twenty-six percent of 401(k) assets are now in model portfolios and TDFs.
Data & Research August 3rd, 2015 Regulations Are Sponsors’ Primary Concern Reducing plan costs and reevaluating the investment menu trail regulations for top sponsor concerns.
Data & Research August 3rd, 2015 Interest Rates Improved Q2 Funding Ratios Movement in the effective interest rate decreased pension plan liabilities sharply during the second quarter of 2015.
Data & Research July 31st, 2015 Alternatives, ESG Continue Gaining Traction Asset managers and consultants alike continue to position their businesses for a rise in ESG investing.
Data & Research July 30th, 2015 Retirement Problem Spans Coast to Coast Find out how your home state performs in a new set of national retirement readiness rankings.
Data & Research July 30th, 2015 Total 401(k) Contributions Reach Record Levels But average account balances dipped slightly in second quarter, Fidelity says.
Data & Research July 29th, 2015 The Social Security System Can Be Fixed Although it is projected to become insolvent in 2034, researchers say a small payroll tax increase could save it.
Data & Research July 29th, 2015 Roth IRA Investors Differ from Traditional IRA Investors Three-quarters of Roth IRA investors opened their accounts with contributions only.