In Practice

A new report from The Principal suggests that actively sponsored non-profit plans, including 403(b) plans, are achieving the same level of success as their for-profit counterparts.

Since the economic downturn began, more retirees are seeking professional financial help to assist in managing their money, according to the latest Principal Financial Well-Being Index.

Advisers, particularly in the wirehouse channel, have seen cutbacks in support and compensation in the last year, according to a report from the Financial Research Corporation (FRC).

Some 56% of respondents in a recent survey said their retirement savings losses were among the most significant impacts on their lives from the economic downturn.

Forty-one percent of independent investment advisers reported that retired clients are reducing the amount of their retirement distributions, according to a study by Charles Schwab.

The last year might not have been uplifting for many Americans, but a survey suggests it has made them more proactive in managing their finances.

The recent market tumult certainly took a toll on participant balances, but a an analysis by The Principal suggests that it might have been less than some feared.

A new study shows that most workers do not understand their retirement savings plans as well as other employer-provided benefits.

Thirty-seven percent of polled working Americans predicted the recession would force them to constrict their retirement spending.

Ever wonder what makes a great retirement plan adviser? 

Six in 10 surveyed Americans said they could last financially for 90 days or less without a job, while 38% said their nest egg wouldn’t make it for...

Despite the tough economy, nearly nine in 10 employees are planning to maintain or increase the number of benefits they select and/or their coverage for next year, according...

Economic and job issues remain high on workers’ worry lists, especially for younger workers, according to a poll by The Hartford.

The number of participants who increased their contributions still outpaces the number who decreased contributions, according to Vanguard.

A survey conducted on behalf of TD Ameritrade found 73% of women are comfortable accumulating less than $1 million in savings before retirement, compared to 63% of men.

A new report suggests what employers can do to address health care and retirement concerns presented by an aging population.

The majority (54%) of surveyed employees reported satisfaction with their company’s retirement program.

Having a due diligence process can ensure that a 403(b) plan is running smoothly.

When asked what most concerns them in the long-term future, two in five (41%) surveyed workers expressed concern over saving for retirement, their child's education, or other large,...

If they lost their job, more than a third (34%) of those participating in a recent poll said their rainy day fund would last a week or less.