The Charles Schwab Q3 Retirement Survey finds 54% of baby boomers ages 50 to 60 do not expect to delay their planned retirement date, despite the recent challenging...
Although half of households feel they need more life insurance, ownership of individual life insurance has hit a 50-year low, according to a new LIMRA study.
In an analysis of households that have converted to a Roth IRA, Fidelity Investments has found that a growing number of younger investors are making the conversion.
J.P. Morgan Retirement Plan Services says ‘income replacement’ is a key metric of success plan sponsors should be using to evaluating total retirement service.
A new Cerulli Associates report asserts that exchange-traded funds (ETFs) will gain an even stronger market foothold because of increased adviser-driven demand for asset diversity and flexibility in...
A report from the Investment Company Institute (ICI) finds Americans held $16.5 trillion in retirement assets at the end of the first quarter of 2010, accounting for 36%...
Newly released data on almost 24 million defined contribution (DC) retirement accounts shows stronger contribution activity and declining levels of participant-initiated withdrawals and changes in asset allocations in...
Approximately 90% of ESOP Association members surveyed reported having retirement savings plans in addition to the ESOP (employee stock ownership plan) including 401(k) plans, pension plans, stock purchase...