In Practice

For retirement plans that do not need to comply with the Employee Retirement Income Security Act (ERISA), but still need to worry about reporting disclosure requirements, there is...

Financial and retirement services provider Prudential has released a checklist to help plan sponsors of defined benefit (DB), defined contribution (DC) and 403(b) retirement plans to better comply...

It’s a phenomenon unique to the retirement planning advice industry that even those participants who make good investment decisions often don’t know they’re making good decisions.

A skilled active manager can add notable value to investment portfolios compared with less-skilled managers and passive investments, according to a recent white paper from RidgeWorth Investments.

Since the Department of Labor (DOL) proposed including lifetime income illustrations on retirement plan participant statements, no doubt most in the industry have assumed the information would come...

Advisers who team up and use outside specialists provide higher client satisfaction and achieve greater returns, says Bellaria Jimenez of MetLife Solutions Group.

Same-gender couples need to become aware of the many workplace benefits and financial planning strategies that are now available, says James Mahaney of Prudential.

New research from Fidelity Institutional Wealth Services suggests a vast majority of registered investment advisers (RIAs) are simply “accommodating” their retirement plan clients.

A vast majority of Americans report they are worried about health care costs in retirement, but many still substantially underestimate what the expense may be.

The Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI) has consistently found a relationship between the level of participants’ debt and retirement confidence.

Americans’ confidence in their ability to afford a comfortable retirement has recovered somewhat from the record lows of the past five years, according to the 24th annual Retirement...

While most Americans understand the importance of saving for retirement, they have trouble making it a priority.

Retirement plan participants’ savings rate is the most important factor for ensuring successful retirement savings outcomes.

The overwhelming majority of clients feel their advisers are serving their best interests and meeting fiduciary responsibilities, according to research from the Insured Retirement Institute (IRI).

Defined contribution (DC) plans outperformed defined benefit plans significantly during the fourth quarter of 2013 and during the whole year, according to a recent analysis.

Most American workers spend less time per year managing an individual retirement account (IRA) than it takes to choose a restaurant on a special occasion, according to an...

Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.

The funded status of pension plans showed an improvement in February compared with figures from January, says a new analysis from Russell Investments.

The delicate issue of clients who need to balance their own financial needs in retirement with the desire to help grownup children is a potentially loaded topic for...

Group pension buyouts experienced strong sales during 2013, says a new survey.