In Practice

A recent working paper published by the National Bureau of Economic Research critically analyzes previous attempts to explain conversions of government pension provision systems, or social security systems,...

The majority (54%) of pre-retiree households that have a professional financial adviser feel confident they will be able to live the retirement lifestyle they choose, according to research...

A Sun Life Financial survey suggests that over nine in ten American workers either have no idea what their health care costs are likely to be in retirement,...

Having a goal for retirement savings can cause participants to be more engaged in actively planning for their retirement, according to a survey from Diversified’s Retirement Research Council.

Women’s confidence in their ability to plan for retirement has reached a three-year high, with 69% of women rating their confidence level as good or very good, according...

Research from Strategic Insight, an Asset International company, found that 20 of the top 25 fastest growing fund firms had less than $5 billion in stock and bond...

Though employees are expected to take on more decision-making and financial responsibility for their employee benefits, employee education and communications have become a much lower priority for employers.

When asked to categorize a list of personal and financial concerns, 64% of survey respondents said “needing to save for retirement” is “highly important,” though eight other choices...

A kasina and Horsesmouth survey found that 26% of advisers do not include exchange-traded funds (ETFs) in their clients’ portfolios.  

A 2009 follow-up survey of households that completed the 2007 Survey of Consumer Finances (SCF) found changes in families’ savings intentions or behavior, their tolerance for financial risk,...

Despite improved finances overall, research from Financial Finesse shows only 15% of employees are confident they are on track to meet retirement goals.

More than seven in ten 401(k) plan participants said they do not pay fees to plan providers in a recent AARP survey.

Aberdeen Asset Management surveyed financial advisers and found that more than 75% would like more information on closed-end funds.  

Transamerica surveyed benefits directors and found that many believe their organizations do not do enough to help employees make critical decisions at the point of retirement.

Affluent investors in the Gen X demographic – between the ages of 29 and 44 – using advisers saw significantly less growth in their portfolios last year than those...

The Center for Retirement Research has found that defined contribution plans may have a role in the public sector, but in combination with, not as an alternative to,...

At the end of 2010, exchange-traded funds (ETFs) reached 25% of retail fund assets in wrap programs at national broker/dealers (B/Ds), up from 22% at the end of...

Cerulli Associates analyzes the potential growth of exchange-traded funds in a new report.

The ability to participate in a defined contribution (DC) retirement plan at work is imperative for having enough money to afford basic expenses and cover uninsured medical care...

Meeting day-to-day expenses is more of a concern for U.S. employees than funding retirement, according to PricewaterhouseCoopers (PwC).