In Practice

Personal brand and thoughtful use of social media are critical for a successful practice, according to a survey by Pershing.

401(k) plan participants still do not understand some of the basics about saving and investing in their plans, a survey suggests.

Annuity ownership strengthens individuals’ confidence about retirement planning and saving, a study from the LIMRA Secure Retirement Institute (SIR) finds.

Real estate has a place in defined contribution (DC) plans, the Defined Contribution Real Estate Council contends, but sponsors have concerns over valuation, liquidity and cost.

More than half of Baby Boomers polled expressed uncertainty about how much money they will need in retirement.

Retirement plan participation and savings rates are rising due to adoption of automatic plan features, says Vanguard in “How America Saves 2014.”

A majority (80%) of Millennial Americans say the recession of 2008 taught them they have to save “now” to “survive” economic problems down the road.

Retirees significantly underestimated the impact taxes would have on them during retirement years, according to a recent Lincoln Financial Group survey.

Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.

While 403(b) plan sponsors are continuing to improve upon their plans to create better outcomes for participants, there are still a few areas in which they can improve.

What factors influence plan sponsors' selection of retirement plan providers?

Plan sponsors want more consultation on outcomes and how to accurately measure and improve participants’ retirement readiness, says new research from the Principal Financial Group.

Employees are showing more focus on their overall financial wellness, according to a Financial Finesse report.

Amid the discussion of industry best practices at the 2014 PLANSPONSOR National Conference, the question of the retirement plan investment menu and how it has or should evolve...

Choosing a provider for a plan starts with the request for proposal (RFP), and experts discussed best practices for the process at the PLANSPONSOR National Conference Tuesday.

An investment committee must focus on fiduciary considerations at all times. Care, diligence, prudence and paying reasonable expenses should constantly be invoked by its members.

Other than automatic enrollment in a retirement plan and automatic escalation of employee deferrals into their plans, what are the top strategies for moving the needle on employees’...

When it comes to financial matters, employers should assume procrastination, inertia and a real lack of knowledge from employees, according to Janet Ganong, a financial consultant at the...

The concept of “retirement plan health” means different things for plan sponsors and participants, but well-run plans can meet both sponsor and participant needs.

At the PLANSPONSOR National Conference in Chicago, four leading experts debated the merits of target-date funds (TDFs) versus target-risk funds (TRFs) and managed accounts.