In Practice

The U.S. offers many tax preferences to encourage savings, but by and large they’ve failed.

Nearly half (44%) of affluent Americans, and 53% of those with more than $5 million in investable assets, have assets remaining in a former employer's retirement plan.

The three stages of selling a retirement plan into a company, prospecting, proposing and closing all require preparation and creativity, according to Marilyn Pearson, Vice President at Merrill...

Advisers focusing on capturing rollover assets from the 401(k) market can look to three areas: the roll-in, the rollover and the roll-on.

More than one-third of 401(k) plans (36%) have a match rate of 100%, an increase over the 26% of plans offering such a benefit in 2002, according to...

The five finalists for the Retirement Plan Adviser of the Year award shared some of their best practices at the 401(k) SUMMIT yesterday.

Are you a persuader or a partner?

Advisers should be proactive on helping their clients understand their plan fees in the coming year.

Advisers in the retirement plan industry make a difference

Retirement plan advisers can anticipate a continued focus on fee transparency in the coming months.

It used to be that a messy desk was considered to be the sign of a cluttered and inefficient mind (at least by so-called efficiency experts).

Only 10% of U.S. adults planning to retire have worked with a financial adviser to develop a plan.

Generation Xers might be more likely to save for retirement if IRAs were simpler.

An anticipated 20% increase in defined contribution (DC) participants between 2007 and 2011 means a pool of 9.6 million people with potential questions regarding their plan, according to...

Financial services forget that people planning for retirement income need to balance the risk of living long with the possibility that they won’t, according to Robert Del Col,...

As the nation’s workforce ages, a new study suggests that one in five advisers are already positioning themselves as “retirement coaches.″

A new study suggests that automatic portfolio rebalancing programs can make a significant contribution to retirement savings.

Fidelity Investments reported that its 2006 net income was off by11.3% - its first profit drop in four years - as it scrambled to keep up with rivals,...

New retirement income products must emerge to fit new retirement models.

In the retirement income arena, the best products won’t necessarily prevail.