Grandparents want help from advisers creating a savings plan to contribute to their grandchildren’s college education, according to research from The Hartford.
In a new report, Charles Schwab says there is a strong connection between a plan sponsor’s company match contribution formula and participant savings rates.
Many advisers have been the champions of phrases such as “stay the course″ and “weather the storm,″ but even advisers have a sinking confidence in the market, according...
Automatic enrollment of employees into defined contribution retirement plans has been adopted by a majority of surveyed plan sponsors, according to Mercer.
A survey found that participants appear to be responding to the economic and financial crisis by delaying retirement, saving less, and reallocating their retirement investments.
The defined contribution investment only (DCIO) market composes 12% of all 401(k) plans, or approximately 63,000 plans, according to a Spectrem Group study.
Much of the spending increases in the DCIO market are being directed at new sales force hires and marketing programs designed to support retirement plan advisers, according to...
A Fidelity Investments survey found that nearly half (45%) of Americans age 61 are planning to begin taking Social Security at 62, the first year that eligible recipients...
Retirees do not spend their defined contribution (DC) balances immediately at retirement, but make thoughtful choices and use the proceeds prudently, according to a new study by the...
Retail wealth management, particularly in the fee-based arena, could come out of the financial crisis much stronger, according to a recent TowerGroup report.
While plan fees remain a red-hot issue for plan sponsors, a relatively small number of sponsors say they are likely to switch to cheaper fund alternatives or move...
About two-thirds of blacks (compared with about a half of whites) say they would increase contributions to their retirement plan if employers provided access to financial advisers, seminars...