Many people use home equity as a source of retirement income because they simply do not have enough in savings, according to the Center for Retirement Research.
As increasing health care costs compete with retirement savings, health savings accounts (HSAs) can be a tool for a holistic health and retirement benefits plan.
Advisers controlled 28% of all defined contribution (DC) retirement plan assets at year-end 2013, according to research from global analytics firm Cerulli Associates.
Move over, retirement, younger adults ages 18 to 34 have other financial concerns to save for, according to a survey from the nonprofit Consumer Federation of America.
More than half of independent registered investment advisers (RIA) view technology as a front-office function and a key component for delivering quality client experiences.
There is considerable variation in the challenges workers face in preparing for retirement, according to the Bipartisan Policy Center (BPC), making effective employer-provided support difficult.
Data from 2012 Form 5500 filings of retirement plans provides evidence of the increasing coverage of employees by defined contribution (DC) rather than defined benefit (DB) plans.
Retirement plan participants subscribe to a variety of wrong ideas about retirement and their retirement plans, but there are ways to set them on the right track.
An Investment Company Institute (ICI) study finds a clear link between the savings goals of employees and the likelihood that they work for an employer that sponsors a...
Millennials are famous for being highly risk-averse investors, but new research from Hearts & Wallets LLC suggests the youngest investing cohort is ready for more risk.
Taking a retirement plan loan can have a big impact on a participant’s retirement income, especially if the participant does not pay the loan back or stops contributing...
Independent retirement plan advisers must leverage third-party service providers to achieve scale and combat business challenges without a large internal support network.
Having more offices often means more opportunity, but even well-organized advisory firms can find it challenging to deliver consistent services across disparate geographic locations.
Financial wellness programs can be a value add for advisers, especially when they help drive retirement readiness and address the roots of participant inactivity.
Workers in Generation Y want advice on budgeting, saving and how to manage student loan debt, says TIAA-CREF, but they aren’t necessarily eager for professional advice.
Retirement investors are, for the most part, willing to sacrifice some overall returns to secure more predictable portfolio outcomes, according to Natixis Global Asset Management.