In Practice

Research from the Center for Retirement Research at Boston College found both low- and high-income workers benefit from employer-sponsored defined contribution plans. 

New legislation is shifting the 403(b) market from highly individualized and retail-focused, to one that is more efficient and institutionalized, according to Cerulli Associates.

Results from the Mercer Workplace Survey show U.S. retirement benefit plan participants are dramatically more pessimistic about their economic expectations than just one year ago.

A significant number of financial professionals plan to ramp up their retirement income planning practices over the next few years, according to a study from the Principal.   

Since 2010, the use of technology for investment information has risen dramatically, according to a survey by Hearts & Wallets.

Life insurance coverage is at its lowest point in more than five decades, according to a research project undertaken by Genworth Financial and the University of Virginia.  

A MetLife study shows women who "take charge" of their finances are more likely to have a secure retirement than those who shy away from the process.

According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...

The Self-Regulatory Organization for Independent Investment Advisers (SROIIA) is continuing its mission towards creating an SRO that meets the needs of advisers, and has completed its second round...

In a recently published paper, law firm Sutherland Asbill & Brennan poses the question: when should broker/dealers and advisers play it safe or tough it out when facing...

An SEI Quick Poll reveals nonprofits are adding new asset classes to portfolios in an effort to protect themselves against ongoing investment volatility.

Third-party administrators (TPAs) are playing an increasingly important role in the 403(b) market segment, notes an Issue Brief by Retirement Research Inc.

Whether you’re interested in acquiring another practice or valuing your own for sale, the “buy/sell” process can be tackled from several angles.  

A Prudential survey of near and recent retirees found guaranteed products will help persuade wary investors to stay in the stock market, even during times of volatility.  

The basics of helping retirement plan participants be prepared for retirement include getting them to save, getting them to save enough, and getting them to invest correctly.

Nearly half of homeowners in their 30s have lost hope that their homes will recover enough value in time to play an important role in paying for their...

Financial advisers who cut their fees during market downturns, a practice referred to as 'sympathy pricing,' are hurting their businesses in both the long and short terms, a...

The latest Principal Financial Well-Being Index finds workers who use the help of financial professionals are more confident in the adequacy of their retirement savings than those who...

Multiple employer plans (MEPs) can offer a cost-effective solution for companies that want to offer a retirement plan for their employees. How can you incorporate this growing plan...

Who says defined benefit plans are dead? Panelists at the PLANADVISER National Conference in Orlando last week discussed the potential future of plan types other than defined...