In 2013, 19.7% of employees indicated they were on track to meet their income-replacement goal in retirement, up from 17.4% in 2012 and 16.6% in 2011, according to...
Marketing skill is essential in building up a retirement advisory practice, says Sean Ciemiewicz of Retirement Benefits Group, but public relations can be overwhelming for the unprepared.
Retirement plan advisers share examples of how they sparked plan participants to save a little more, from skipping expensive daily coffee and brown-bagging lunch to “forgetting” about a...
If one of your retirement plan participants wanted to establish a drawdown strategy for retirement income, could she assemble an appropriate strategy using the tools and resources available...
The combined challenges of saving for retirement, paying for health care and keeping financial information safe online have many Americans worried, according to the COUNTRY Financial Security Index.
Higher education institutions that offer a 403(b) or Roth 403(b) plan are adopting practices that lead to a greater focus on participants’ retirement readiness, a survey finds.
Total private defined contribution (DC) plan assets surpassed $4.7 trillion at the end of 2013, with $1 trillion in adviser-sold channels, according to Cerulli Associates.
Some people contend that retirees fared better when most employer-sponsored retirement plans were defined benefit (DB) pensions, but a study suggests that is not true.
No one wants to talk about it, but everyone wants to know: How do other retirement plan advisers arrive at a fee for their plans? Here, some advisers...
Adviser expectations for their practice valuations are inflated, compared with actual deals closed in the past 12 months, says global analytics firm Cerulli Associates.
The use of consultants and advisers by retirement plan sponsors in the higher education market has almost tripled since 2010, with 90% of respondents to a survey by...
A new Ameriprise survey suggests Americans nearing retirement are deeply concerned over projected health care costs, but few are taking financial actions in response.
Three in five U.S. households say retirement planning, including the determination of how much to save for retirement, is more difficult in 2014 than in the past.
Performance data from more than 300 U.S. pension funds show listed equity real estate investment trusts (REITs) have been a top-performing asset class across recent market cycles.
Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.