We’re all going to live longer, according to research, but how capable are we going to be? People’s No. 1 concern is losing cognitive ability, a report says.
A lack of succession process readiness, along with valuation issues, makes selling an independent advisory practice unfavorable for many advisers, says a new CLS Investments analysis.
An analysis published recently in the Benefits Law Journal guides plan officials through the process of building a fiduciary framework for selecting lifetime income options.
The average account balance of consistent participants in 401(k) plans saw a 6.8% annualized increase between year-end 2007 and year-end 2012, says a new study.
While it’s true that advisers are often hired to assist with defined contribution (DC) retirement plans, knowledge of defined benefit (DB) issues can still be a big value-add.
A survey of sponsors of many different types of defined contribution (DC) retirement plans finds not all are following plan design and compliance best practices.
Financial professionals were increasingly focused on market volatility in the second quarter of 2014, says a quarterly adviser sentiment survey from Fidelity Financial Advisor Solutions.
Just 43% of retirement plan participants over age 50 have considered a formal withdrawal strategy for accumulated assets, according to an OneAmerica survey.
Many recent retirees with 401(k) accounts or rollover IRAs are doing well financially and emotionally, according to a survey analyzing retirement spending.
Despite an extended period of relatively calm markets, advisers say the top investor-initiated conversation remains on the topic of market volatility, according to a survey from Russell Investments.
The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.
Defined contribution (DC) plan participants on both sides of the Atlantic are worried about retirement, according to research from State Street Global Advisors (SSgA).
Few financial advisers are satisfied with the technology offerings and communications resources at asset management firms, according to a recent kasina report.