In Practice

 High-net-worth investors anticipate tax increases next year and are scouting a variety of opportunities for returns, according to a Fidelity survey.  

An exhaustive search found no evidence to support the idea that aging Baby Boomers are crowding out younger workers from the work force.

More than one-third (37%) of adults would like a professional to help them manage retirement accounts but do not think they have sufficient investments.

Participants in 401(k) plans prefer more proactive steps to increase their retirement readiness rather than historical transactions on their account statements, a study found.

 Increasing distribution costs and adviser movement in the asset management industry are causing asset managers to look more closely for growth opportunities. 

Schwab Intelligent Technologies and Salentica Inc. have integrated Salentica Advisor Desk with Schwab OpenView Gateway after a successful pilot program this summer.

The NAPA-net.org portal of the National Association of Plan Advisors (NAPA) and The American Society of Pension Professionals &...

Retirement security remains a concern for many Americans, particularly in terms of maintaining a “reasonable” standard of living for the rest of their lives.

A record number of health care organizations are offering enhanced features in their defined contribution (DC) plans.

The Merrill Lynch Affluent Insights Survey found families cautiously optimistic and regaining control of their financial lives.

RIAConnect, a new independent registered investment adviser (RIA) matchmaking service from TD Ameritrade Institutional, allows RIAs to network and...

The majority of company stock plan assets (57%) are being earmarked for eventual investment or retirement savings after participants sell them.

Most workers who are likely to focus on retirement savings have access to an employer-provided retirement plan, according to the Investment Company Institute.

 Fewer American families are participating in a retirement plan at work, but more of those with a plan are in a 401(k), a report found.  

Many Americans choose to retire when the economic markets are peaking, an action that can cause problems for their long-term financial stability, a researcher found.

Setting a higher starting point for retirement plan contributions would make a significant difference in improving workers’ likelihood of a financially viable retirement, research found.

Nearly two-thirds of private-industry workers had access to some form of retirement plan, according to data from the U.S. Bureau of Labor Statistics (BLS). 

During a Senate Committee on Health, Education, Labor and Pensions’ roundtable, witnesses agreed business owners need incentives to offer retirement plans.

The number of U.S. consumers making financial preparations for retirement fell to 70%, the lowest in three years, according...

 Plan sponsors need to create smarter retirement plan participant communication, according to Colette Ehlers, sales development consultant with Wells Fargo Institutional Retirement and Trust.