Data & Research August 20th, 2015 Plan Participants Prefer One-on-One Advice to Group Sessions They also want personal guidance during enrollment.
Data & Research August 19th, 2015 Mutual Fund Expenses Lower Within 401(k) Plans 401(k) participants invested in equity mutual funds pay less than half the amount of expenses for a retail investor.
Data & Research August 19th, 2015 TPA Satisfaction with Retirement Service Providers Drops There has been an 8% drop in TPA satisfaction with the work of retirement service provider partners since 2014.
Data & Research August 18th, 2015 Few Americans Saving More for Retirement Only 19% have increased their contributions in the past year.
Data & Research August 17th, 2015 Many Workers Wish They Had Started Saving Earlier The majority are open to automatic enrollment and escalation.
Data & Research August 17th, 2015 Working With Adviser Boosts Confidence Even Among Affluent Even for the rich, working with an adviser to develop a written plan boosts retirement confidence, LIMRA study finds.
Data & Research August 17th, 2015 Advisers Targeting Older Millennials Seventy percent of advisers are focusing on this age group.
Data & Research August 14th, 2015 Advisers May Want to Get In On Robo-Advice Movement Deloitte sees this model gaining significant traction in coming years.
In Practice August 13th, 2015 Research Expertise Can Boost Practice Performance Cerulli says the advantages of hiring internal research analysts and investment officers are clear.
Data & Research August 13th, 2015 33% Say Social Security Will Be Primary Retirement Income For 80% of Americans, they will rely on Social Security substantially or somewhat.
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.
In Practice August 7th, 2015 Educating About Advising Can Bring More Women into Industry The Lincoln Financial Network WISE Group found, once people get a better sense of what it means to be an adviser and to work in financial services, often...
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.