A survey of North American defined benefit (DB) pension plan professionals conducted by Clear Path Analysis found 23% are still considering transferring plan liabilities to a third-party insurer...
Northern Trust research finds employees favor companies that play an active role in their retirement plans—especially when employers give specific advice around retirement finances.
Tax-qualified retirement plans run by small business owners must comply with ERISA—whether the sponsor is familiar with the landmark legislation or not.
Nurses need financial guidance, Fidelity finds in a study, and when they use advice or education offered by their employers, about a third take a specific action, mostly...
The idea of “semi-retirement” has grown in popularity among working age people, but less clear is how to turn hope into reality when it comes to timing retirement.
The need for greater capabilities and more competition will likely shake up the market for outsourced chief investment officer (OCIO) services, according to the latest research from global...
More advisers will partner or find a way to leverage robo technology in their plan business, and the technology can be an efficient way to scale advice.
Discussing the results of the firm’s first-quarter 2015 retirement industry analysis, one Fidelity expert suggested plan sponsors are seeing real payoffs from popular plan design changes, especially in...
U.S. nonretirees are more likely to say Social Security will be a major source of income in their retirement than they have been at any point in the...
Nine in 10 affluent investors, defined as those with $250,000 or more in investable assets, say their most important investment goal is retirement related—50% intend to generate income...
Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.
Advisers to retirement plan sponsors should regularly help their clients update communications strategies to keep up with participants’ needs and advancing technology.