Data & Research November 21st, 2012 Advisers Have Opportunity in Health Care Market Defined benefit (DB) plans are prevalent in the health care market, offering opportunities for advisers to help with plan sponsors' concerns.
Data & Research November 21st, 2012 4% Spending Rule Still Feasible A 4% spending goal may still be a reasonable starting point for investors who follow a total-return spending approach, a research paper concludes.
Data & Research November 20th, 2012 Delayed Retirement Means an Aging Work Force As older workers increasingly delay retirement, companies may find themselves grappling with an aging work force.
In Practice November 20th, 2012 LPL Raises Broker Fees—Again Broker/dealers in the LPL Financial LLC network will pay an extra $250 annually in fees for errors and omissions (E&O) insurance.
Data & Research November 20th, 2012 Reenrollment in QDIA Helps Diversification Reenrollment in a QDIA can help improve plan diversification, according to a Vanguard research paper.
Data & Research November 20th, 2012 Learning from the DC Participant Experience A Cogent Research study provides insight into what DC plan participants want from their plans and plan providers.
Data & Research November 19th, 2012 Many Not Preparing Well for Retirement A significant number of investors are lowering their expectations for their retirement lifestyle.
Data & Research November 19th, 2012 MassMutual Finds Plan Participants Are Younger Generation X and Generation Y account for 55% of the participants in defined contribution (DC) plans administered by MassMutual.
Data & Research November 19th, 2012 Put it on Paper Three out of four adults said they prefer to receive retirement plan information on paper.
Data & Research November 16th, 2012 Institutional Market to Soar to $18T The U.S. institutional market is projected to increase 36%, to $18 trillion, within the next five years.
Data & Research November 16th, 2012 To Auto-Enroll or Not to Auto-Enroll “Auto-enrollment is very important to the future of 401(k)s,” contends J.J. McKinney, Retirement Strategies Inc.
Data & Research November 16th, 2012 Advisers Most Concerned With Risk Mitigation Risk management continues to be a driving force behind registered investment advisers’ (RIAs’) approach to structuring client portfolios.
Data & Research November 15th, 2012 What’s the Price of Retirement Confidence? Saving and spending behaviors fluctuate wildly, setting the stage for varying levels of retirement confidence among Americans, a study found.
Data & Research November 15th, 2012 LGBT Community Concerned About Retirement The LGBT community is concerned they may not be able to maintain their lifestyle in retirement and could outlive their savings.
Data & Research November 15th, 2012 Parents, Adult Children Need Open Dialogue Adult children and their parents struggle to communicate about retirement planning, providing care for elderly parents and inheritance strategies.
Data & Research November 14th, 2012 Retirement Benefits Remained Strong in Recession Retirement benefits remained mostly intact during the Great Recession.
Data & Research November 14th, 2012 Social Security Not Counted Out Yet Baby Boomers have not totally counted out Social Security as a source of retirement income.
In Practice November 14th, 2012 What Drives Adviser Productivity? The economics of financial advisory distribution face numerous challenges, but pockets of opportunity remain, a survey found.
Data & Research November 12th, 2012 One-Third Unsure of Ability to Retire Nearly one-third of adults do not know if they will be able to retire or do not believe they will be able to retire.
Data & Research November 12th, 2012 Investors Behaving Irrationally Retail and institutional investors are exhibiting behavior that appears to be at odds with their investment goals, a study found.