Poor health is the top reason why workers decide to take early retirement, but factors such as high work pressure and low job satisfaction also play a role.
Gender, marital status, age, education, and other demographic variables have a significant impact on the likelihood of a worker receiving a retirement annuity and/or employment-based pension income in...
Fifty percent of those participating in a recent personal finance poll said they have significant regrets about how they’ve handled their financial situation.
Employers considering finding a new defined contribution (DC) provider in the next two years are almost equally concerned with understanding legislation, costs/fees, and encouraging employee participation, according to...
Most (68%) registered investment advisers (RIAs) said they have increased the number of clients over the last six months, up 13% over the previous quarter, according to a...
Of advisers asked in a recent survey who or what their biggest competition is, more than one-third (35%) said it is clients’ fears, which results in lack of...
Total not-for-profit retirement plan assets exceeded $1 trillion as of March 31—the first time since 2007, according to a quarterly survey of plan service providers by LIMRA.
More employers in the Washington-Baltimore region are offering defined contribution plans rather than pensions, according to an annual survey of human resources officials.
More than 81% of variable annuity purchasers opted for a lifetime guarantee of income in the first quarter, according to a survey by an insurance trade group.
Those in America’s Heartland expect economic conditions to improve in the near-term future but remain concerned about their long-term financial security.
Continuing the trend since the third quarter of 2008, new data from LIMRA found that the percentage of new 401(k) plans sold by leading providers remains lower than...
While most surveyed registered investment advisers (RIAs) said succession planning is important to their clients, less than half of RIAs have a formal plan.
The number of large U.S. companies that are replacing defined benefit (DB) programs with account-based retirement plans for new salaried employees continues to be on the upswing.