Study Says Pre-Retirement Connection Key
Connecting with baby boomers while they are still in their working years is critical to establishing relationships for advisers, according to the third annual Lincoln Long Life Survey...
In Practice
2007 Compensation and Benefits Limits Published
Last week, the Internal Revenue Service (IRS) unveiled the maximum benefit and contribution limits on qualified retirement plans for 2007, and, for most of the limitations, the increase...
Small Biz Owners Clueless on PPA
A recent poll of 507 small business (companies with 50 employees or fewer, including one-person, owner-operated businesses) owners or CEO’s/Presidents commissioned by ShareBuilder 401(k) found that many small...
Households Will Look to Consolidate Adviser Relationships: Study
A new report claims that many US households will decide to consolidate their assets with a single adviser in order to better address the challenges they face in...
EBRI: Women Edge Out Men in Retirement Plans
Women ages 21 to 64 have a slight edge when it comes to saving for retirement in an employer plan, according to a new study.
Affluent Women Give Raspberries to Seminars, Newsletters
If you're interested in building out your business to affluent women, consider yourself forewarned.
Consider Boomer Subgroup When Targeting Communication
To help marketers more accurately target the baby boomer generation, the market research firm of Chadwick Martin Bailey (CMB), in conjunction with Arnold Worldwide, concluded a study by...
401(k)s Now Leading Retirement Savings Vehicle
A new study from the Investment Company Institute (ICI) shows that 401(k) plans, originally perceived as a supplement to worker pensions, now have more than twice as many...
Getting Better
Is your continuous improvement stalled at the expense of the plan participant?
From the Front Lines
Front-line experiences to help you experience the normalcy of a "normal" day
Pay Check
Sometimes, tracking your income can be the hardest part of serving the retirement plan market
Buddy System
Retirement plan relationships are evolving from a casual give-and-take toward something more formal
CFOs Say Auto Enrollment Biggest 401(k) Change after PPA
Nearly four in 10 (38%) of the chief financial officers (CFO) in a recent survey said their firms expected to add 401(k) automatic enrollment programs as a result...
Fidelity Research Launches with Retirement Strategies Perspective
A survey conducted by Towers Perrin immediately following President Bush's signing of the Pension Protection Act (PPA) found more employers are likely to maintain their defined benefit pension...
Retirement Spending Patterns Vary
A recent study, "Spending and Investing in Retirement" by LIMRA and the Society of Actuaries offers insight into how people determine they are ready to retire and how...
Markets, Medicine Dominate Retirement Concerns
A new survey finds that retirees are most concerned about the impact of the investment markets and an unexpected medical issue on their post-career standard of living.