In Practice

Benefits brokers and consultants appear optimistic about the future of their firms and see a host of opportunities to provide increasing value to their clients, a MetLife survey...

A recent report from Cerulli says that current market volatility is likely to spur more clients to seek additional support, as was the case in 2008.  

Some workers are making ends meet by foregoing long-term savings, according to a recent CareerBuilder survey.

A recently released study from Pulse Logic set out to explain why independent registered investment advisers (RIAs) have more assets under management than broker/dealer affiliated advisers.  

Cerulli's upcoming report on the Defined Contribution Investment Only (DCIO) marketplace attributes the legacy of DCIO as a retail business on the fact that individual investors have largely...

Defined contribution plans in 2015 will be better-suited to help participants achieve a successful retirement, according to Diversified's Prescience 2015: Expert Opinions on the Future of Retirement Plans.

Participant withdrawal and contribution data indicate that essentially all defined contribution plan participants continued to save in their retirement plans at work in the first quarter of the...

In its semi-annual Affluent Insights survey, Merrill Lynch found younger affluent investors (between the ages of 18 and 34) are much more concerned about their financial security than...

A recent study from Hearts & Wallets found that affluent investors, ages 40–60, are saving for financial freedom rather than a traditional retirement. 

Only a small proportion of companies take cultural issues into consideration as part of their integration plans for mergers and acquisitions (M&As), a Mercer survey has found.

Sixty percent of asset managers rely on their wholesalers to develop and manage their own business plans for their territories, according to kasina, but few firms provide the...

Whether it was the debt crisis or the markets, participant transfers have perked up in recent days. 

Mega defined contribution plan sponsors, whose plans have $500 million or more in assets, are focused on a unique set of factors when selecting a new asset manager...

Recent data from the Employee Benefit Research Institute (EBRI) shows many Baby Boomers are staying in the workforce past the traditional retirement age of 65.

An analysis from Mercer finds participants who were automatically enrolled in their plan and participate in an automatic contribution increase program have are contributing more than those who...

Plan leakage can significantly reduce the probability that low-wage-earning participants will successfully be able to replace enough of their income in retirement, even after 31-40 years of plan...

While DCIO (Defined Contribution Investment-Only) assets continue to grow at a healthy pace, the industry is entering the early stages of maturity, according to a recently released study...

A report from Financial Finesse argues that many employees are putting significantly more focus on retirement planning, having addressed their immediate financial concerns.

The process of selecting and monitoring investment options continues to be a priority for retirement plan sponsors, according to research from Aon Hewitt.

Automation has become standard in many defined contribution (DC) plans, according to a recent report from Aon Hewitt.