For the vast majority of family financial decision makers, paying for college ranks far above saving for future medical expenses or retirement, according to a study from MassMutual.
According to Geoffrey Ward, National Director of the MetLife Pension Resource Center, the retirement plan advisory business has transformed from one that sells products to one that takes on...
According to the Employee Benefit Research Institute (EBRI), participation of workers in individual-account 401(k)-type plans, which had grown sharply through the 1990s, leveled off from 2005-2009.
Many financial advisers are not using the most efficient marketing tactics, according to a survey from ByAllAccounts, Inc., an account aggregation service firm.
The portion of full-time workers ages 21‒64 who participated in an employment-based retirement plan remained stable at 54.5% in 2010, according to the Employee Benefit Research Institute (EBRI).
Plan sponsors looking to add a retirement income product to their 401(k) or other defined contribution plan need to fully understand what fees participants will be paying for...
In an Edward Jones survey, 34% of Americans said they don’t know what percentage of their savings they will need to withdraw annually in retirement to maintain their...
A joint report from the Insured Retirement Institute (IRI) and Cerulli Associates concludes that variable annuities can provide advisers flexibility in creating a retirement income strategy for clients....
A recent survey from Allianz Life Insurance Company of North America found that 51% of non-retirees are questioning if 401(k), 403(b), and 457 plans are adequate ways to...
Vanguard research on diversity and retirement saving and investing shows that automatic employee enrollment into company 401(k) plans raises participation for all racial and ethnic groups.
Vanguard research shows that returns of a balanced portfolio, 50% equity/50% bonds, have been statistically equivalent in times of economic recession or expansion since 1926.
Bill McInturff, a partner at polling firm Public Opinion Strategies, told a group of reporters that it is upsetting and unsettling to see that a lack of confidence...
Investor optimism has plummeted according to Wells Fargo/Gallup poll, which found two in three investors are feeling a loss of control in their efforts to build their savings.
The Profit Sharing/401k Council of America found that of the 820 companies that participated in the survey, less than half have an automatic enrollment feature.
Transamerica Retirement Services is releasing results from its national "listening tour" with third party administrators (TPAs), which aimed to identify the top five marketplace issues for TPAs.
MSCI’s 2011 Global Asset Owners Survey, “Back to the Future of Risk Management,” found 80% of institutional investors are currently using stress tests.
The Aon Risk Maturity Index found a positive relationship between the maturity of an organization's risk management framework and its financial performance.