Date Title
2008-09-04
Worker Finances Stretched Too Thin to Save

A third of workers are not participating in a retirement plan.
2008-09-04
'Pop' Charting

You may still be trying to figure out where Senator Barack Obama stands on the Russian invasion of Georgia.
2008-09-03
The Generation that Keeps on Giving

Millionaires in Generation X seem more philanthropic than their parents.
2008-09-03
UMAs Need More Standardization

New research says rapid growth in unified managed accounts (UMAs) will be stinted if the need for industry standardization and automation isn’t addressed.
2008-09-02
Researcher Offers Case for Annuities for Women

Annuities can help women generate enough income for their extended life expectancy, according to a study sponsored by an annuity provider.
2008-09-02
ESOP Member Firms Give Program Thumbs Up

Executives at companies with an employee stock ownership plan (ESOP) are nearly all jumping for joy that their employer made the move to create such a program.
2008-08-29
Watch Out Mutual Funds!

They’ve been slow to catch on in 401(k) plans, but a new report says that exchange-traded funds, or ETFs, are a potential threat to mutual funds in investor portfolios.
2008-08-28
College 'Education'

Those kids many parents are sending off to college for the first time this month – are part of a diverse, internet-savvy and privacy-free group of nearly two million.
2008-08-28
The Effort Is Working, Vanguard Says

Participants are embracing automatic savings and investment tools, according to a Vanguard analysis.
2008-08-27
Benefits of Fee Disclosure Outweigh Costs

A new research paper from the Rotman International Centre for Pension Management suggests that the cost of greater fee disclosure born by defined contribution retirement plan participants would be at most small and there could be a reduction in costs paid due to participants switching to lower cost funds.
2008-08-27
401(k) Participants More Likely to Use Advisers than 403(b) Participants

Slightly more than half (48%) of 401(k) have a financial adviser, according to a report from Spectrem Group.
2008-08-25
The Rising Price of Processing Managed Account Fees

TowerGroup research says managed account sponsors should consider new managed account fee solutions that can help the adviser manage clients more effectively.
2008-08-25
Fees Now Top Reason to Switch Providers

Spectrem Group announced that for the first time since it began tracking data in 1989, fees ranked as the number one reason defined contribution plan sponsors switch providers.
2008-08-21
Target-Date Funds to Exceed $1T by 2012

Cerulli Associates estimates that target-date funds will grow to more than $1.1 trillion by 2012 from an estimated $277 billion at the end of 2008.
2008-08-21
Generation(s) Dissatisfied

The Baby Boomers are the only group who like their name.
2008-08-19
Rollover Market to Reach $500B in Five Years

A FRC report predicts that the market for assets rolled over from employer plans should approach $500 billion by 2013.
2008-08-18
Advisers See Light at End of Tunnel

They aren’t jumping up and down about the market conditions, but independent advisers think we’ve seen the lowest point, according to a Schwab Institutional study.
2008-08-14
DB Might Be Cheaper than DC

Defined benefit (DB) retirement plans are a less costly benefit for employers than a defined contribution (DC) plan, according to research from the National Institute on Retirement Security (NIRS).
2008-08-13
Many Unaware of Pending Retirement Risk

More than four out of 10 households statistically at risk for not having a large enough retirement nest egg—and who will be in serious trouble when health care costs are factored in— are oblivious to their pending problem.
2008-08-13
Fidelity Says Participants Saving More

Fidelity says its participants are more inclined to save amid current market woes.
2008-08-11
Employers Shift Retirement Savings Burdens from Participants

A report from Deloitte Consulting found that the number of employers with auto-enrollment and easy enrollment features is on the rise.