A survey conducted by Rydex|SGI's AdvisorBenchmarking of 427 registered investment adviser (RIA) firms found their average assets under management (AUM) increased by 28% from 2008 to 2009.
Even though ESOPs were not immune to impacts of the recent recession, leaders of ESOP companies still feel strongly that their company is better off than their non-ESOP...
Ameriprise Financial’s second New Retirement Mindscape study finds significant changes compared to 2005 among those three to five years away from retirement.
Russell Investment’s quarterly “Financial Professional Outlook” survey of financial advisers indicates this is the most challenging time in many advisers’ careers.
Some 72% of employers in a recent poll have adopted auto plan features, with 51% using auto enrollment and 71% deferring participants into a target-date fund.
Far more organizations provide defined contribution retirement plan participants with general educational materials about the plan and about investing than provide participants with individual investment advice, according to a poll by...
Fidelity Investments recently released the results of their 4th annual College Savings Indicator study, as well as new guidelines for how much parents should be setting aside...
A new Hewitt Associates study of the Roth 401(k) feature found that 29% of mid- to large-sized employers offer it and 25% are very or somewhat likely to...
Longer life spans, increased personal responsibility for retirement savings, and the recent market downturn can seriously impact a person’s retirement preparedness and most Americans in a recent study...
Research done by Anova Consulting Group shows how properly training new, small-market plan sponsors is imperative for advisers and plan providers to achieve client satisfaction.
While the vast majority of American workers are satisfied with their jobs, nearly two thirds doubt they will ever be able to retire, according to a survey...
An analysis from Financial Finesse finds employees reported more financial stress in Q2 2010, but instead of retreating in fear, they were called to action.
The First Command Financial Behaviors Index reveals that average monthly savings solely for health care costs during retirement climbed to $245 in July, up 42% from a year...
A survey by Transamerica Center for Retirement Studies released this week shows a grave lack of understanding about retirement planning among working women, but highlights a willingness to...
Older workers’ confidence in their ability to retire comfortably has rebounded modestly in the past year, although confidence levels remain well below those prior to the financial crisis.
MassMutual's Retirement Services Division has released data for the second quarter, but didn’t find much sign of movement, despite the tumultuous markets.