Tag: Advice

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.

A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven view of participant behavior that can help improve plan design and communications.

Corporate employers have largely favored lump sum offerings as a means to settle pension liabilities, but changing market conditions could buck the trend this year.

Automatic retirement plan features are gaining traction as a best practice way to help participants achieve retirement readiness, but one provider is taking them a step further.

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

Members of Generation X, those born between the early 1960s and the mid-1980s, have seen their retirement readiness degrade since the start of the Great Recession.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.

Called the Principal Income Protector, a new tool from The Principal Financial Group helps financial professionals deliver post-retirement income solutions and advice.

A strong majority of working parents already saving for their kids’ college expenses rank future education costs among the top reasons to save in 2014.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

Financial professionals working as outsourced chief investment officers (OCIOs) expect growing demand from non-pension clients in the coming years.

A new study finds that for Hispanic Americans, the need to support elders and children is competing with the need to save for retirement.

New analysis concludes that Social Security benefits, along with 401(k) savings, can provide workers with an annual income level representing more than half of preretirement pay.

Investment management firm Vanguard will be partnering with HelloWallet, a financial wellness service, to help employees save more for retirement.

Cameron MacLeod joined actuarial and benefits consulting firm Nyhart to lead its national retirement plan growth initiative.

RCS Capital Corporation (RCAP) will purchase J.P. Turner & Company LLC, an independent broker/dealer and investment banking firm, and its affiliated advisory company for $27 million in aggregate...

There is a strong connection between subjective life expectancy and retirement expectations, according to a new research paper.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

U.S. House members belonging to the New Democrat Coalition asked the Department of Labor (DOL) to ensure new fiduciary rules protect access to investment advice.

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.