Military officers are more likely than civilians to seek out independent financial advice, according to a survey funded by the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation.
More than half of affluent 60-year-olds are changing their retirement plans—double the number from the same survey almost a year ago, according to Bell Investment Advisors.
The details of how the joint venture between Morgan Stanley and Smith Barney will play out are yet to unfold, but retirement plan advisers seem optimistic about the...
Charles Schwab’s 401(k) plan benchmarking data show employee participation and savings rates vary according to employer industry and employee salary level.
In the last six months, 60% of surveyed independent registered investment advisers (RIAs) reported an increase in clients, many of which are coming from broker/dealers and wirehouses.
Although clear and complete disclosure of fees and costs can help 401(k) plan sponsors ensure that plan fees are not unreasonable for participants, disclosure alone is not sufficient.
Many companies are looking for ways to lower the costs of their retirement benefits while still encouraging their workers to invest wisely for retirement, according to a survey...
While media accounts may be full of reports of employer decisions to suspend their retirement plan company match contributions, 73% of DC plan sponsors in a new survey...