In Practice

Even with a majority of financial advisers agreeing that retirement planning is a major part of their business, conflict persists over how to track retirees’ success in meeting...

A new study has identified common practices for plan success in defined contribution (DC) retirement plans around the world.

Increased wealth and an expanded presence in the workplace have not helped married affluent women to feel more confident about investing and long-term financial planning.

Sixty-five percent of workers recently polled participate in a 401(k), IRA, or other comparable retirement plan, down from 67% last year.

Fees may no longer be the loudest voice in retirement plan discussions, said panelists at the PLANADVISER National Conference in Orlando, Florida.

Women are making progress when it comes to greater engagement in the family finances beyond simply budgeting for daily household expenses, according to Fidelity Investments’ fourth “Couples Retirement...

Retiring with mortgage debt is becoming much more common.

Generation X employees are more concerned than their younger and older counterparts about having enough saved for retirement, according to a new study by LIMRA.

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.

Traditionally, benefit plan committees oversaw administration, investments—everything to do with sponsoring and administering an employer-sponsored plan.

Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.

Plan sponsors have learned their roles for Act I of the retirement readiness program, so now it’s time for Act II.

Many retirement plan participants, especially those with lower incomes, are overwhelmed by projections of how much they need to save, and they feel powerless to do anything about...

Most American households do financial planning, but the extent varies greatly, according to research by the Certified Financial Planner Board of Standards (CFP Board).

Saving for retirement is not something people think about, and the way people communicate has changed over the years.

A new white paper looks at how plan sponsors can foster better outcomes for participants.

A ranking from BrightScope, Inc. indicates companies in the law industry have the best 401(k) retirement plans.

Morningstar's municipal credit analysts found that based on two key funding metrics, the state of Wisconsin has the strongest-funded state pension plan system while Illinois has the weakest...

Panelists at the PLANADVISER National Conference, in Orlando, Florida, weighed in on the restrictions and conflicts of interests that can spur advisers to go independent. 

Having a support group is key to building an adviser’s practice.