A study prepared for the U.S. Small Business Administration (SBA) found that nearly 72% of workers in small companies have no retirement plan available.
Rick Wedge of of Novato, California-based Northgate Benefits, an NRP member firm, has been named the 2010 PLANSPONSOR Retirement Plan Adviser of the Year and The Prince Group in Indianapolis,...
Fidelity Investments' annual Retiree Health Care Costs Estimate indicated a 65-year-old couple retiring this year will need $250,000 to pay for medical expenses throughout retirement, not including nursing...
Advisers surveyed by Brinker Capital reported that despite 2009’s impressive market returns, many of their clients still have to delay retirement in order to eradicate performance shortfalls.
In addition to the financial concerns of retirement, lesbian, gay, bisexual, and transgender (LGBT) Baby Boomers have fears of discrimination and dependency on others for care, according to...
Collective trust funds (CTFs) are experiencing a renewed interest over the last few years in the defined contribution landscape, according to the latest retirement-focused research from Cerulli Associates.
Mercer said its recent effort with Synapses Inc., a provider of personalized 401(k) education, products, and services, indicates using targeted employee communications can achieve better plan results.
A Fidelity Investments study found 40% of investors working with tax advisers are now eligible for Roth IRA conversions, and more than a third (35%) are expected to...
Amid the financial crisis, financial advisers reported they are increasingly relying on internal wholesalers at asset management firms, according to a study by the Financial Research Corporation (FRC).
Americans are no longer dwelling on concerns about the economy and instead are focused on rebuilding their finances for the future, according to the latest Principal Financial Well-Being...
Particularly in the small-plan market, retirement plan providers are seeing more business come through third-party administrators (TPAs)—and, as a result, are ramping up their efforts to attract TPAs.
Americans' reluctance to use home equity to fund retirement could result in more not being able to maintain their standard of living in retirement, according to a new...