Search results for: baby you can give it to me

The threat of ever-spiraling health care costs has pre-retirees running scared, Nationwide found, but they still lack an action plan.  

Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be opposites as well?

Saving for retirement and health care expenses was a priority for employees of all ages during the first half of 2014, a new report shows.

The value of delivering advice to participants is not in question, but participants remain fuzzy on what the advice means, and the difference between advice and education, said panelists at...

Retirement plan participants who receive regular advice from a financial professional are more aggressive and engaged when it comes to pursuing individualized savings targets, a new study shows.

Automatic enrollment and deferral escalation features are quickly becoming the top tools for advancing retirement plan participant savings under the defined contribution paradigm, according to Cerulli Associates.

Unprepared Baby Boomers face a bleak decision as they enter their mid-60s—work beyond the traditional retirement age or risk running out of money down the line.

The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.

Some participants may be traditional retirement age, and they may have substantial assets, research from Bank of America Merrill Lynch says.

“You can’t guarantee yourself a win,” says employee benefits lawyer David Weiner, describing claims appeals and litigation involving missing retirement plan participants, “but you can guarantee a loss.”

Wealth management in high-net-worth families is complicated by relationships, and the vast majority of families believe a session with a financial adviser would benefit their children, a study...

Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.

A pervasive fear of running out of money in retirement is not causing Americans to spend less today, according to Bank of America Merrill Lynch.

The world of social media is constantly evolving, and to successfully market yourself to plan sponsors using social media, you must evolve with it.

The seventh release of the “Adviser Insights” study from Fidelity Investments suggests financial advisers are enjoying the highest levels of compensation and assets under management since 2007.

The generational financial wellness gap is widening as younger workers struggle with debt and a lack of cash flow, according to a new survey from consulting firm PwC...

Technology now touches nearly every aspect of an adviser's practice, from relationship management and client retention to communication, referrals and client interaction.