Nearly one-third (31%) of baby boomers say they will have to cut back on their current lifestyle in retirement and 42% believe they will not have enough money...
A new study suggests that unless an individual begins saving before age 35, they are in serious danger of facing a significant drop in lifestyle when they retire.
Married men and women participating in a recent survey agreed that the top two reasons for turning to a financial adviser are to prepare for retirement (58% of...
A report from the Government Accountability Office (GAO) suggests that workers need to better prepare for the growing deficit from federal programs and the declining coverage of employer-provided...
This is the first in a series of eight columns, appearing the first Thursday of each month, by Matt Smith, managing director of retirement services with Russell Investment...
Overall participation in tax-favored retirement plans remained stable at 50% between 2000 and 2003, a participation rate slightly less than in 1997, according to a new report from...
A new white paper released by Franklin Templeton Bank & Trust provides guidance to advisers about using directed trust services to retain management of assets of affluent baby...
The Pension Protection Act (PPA) paves the way for more phased retirements, but firms must consider many issues in undertaking such policies, asserts a new Conference Board report.
The average 65-year-old couple needs an estimated $215,000 to cover health care costs in retirement, $15,000 more than was predicted last year, according to research by Fidelity Investments.
Younger participants are more likely to want advice about in choosing their investments, but those in the $50,000 and under income bracket are the most likely (37%) to...
Advisers who currently target small businesses – or who work with individual participants at businesses of any size – could see a major shift over the next decade,...
The main reasons millionaires turn to financial advisers are to get a recommendation from a trusted person, to reach a certain level of wealth, and to start planning...
Although conventional planning models often use replacement rates of 70% or 85%, a new study says that the vast majority of Americans are not coming close to achieving...
More than half (58%) of workers participating in a 401(k) plan said they would like a salary increase over a higher employer matching contribution to the retirement plan.