Advisers are working with more plans today than they ever have—completing more services for more diverse types of clients than was the case prior to the full implementation of the Pension Protection Act.
Embracing a greater role in managing household finances and generating family income, Cerulli Associates research suggests women working in the U.S. are eager for financial advice.
For a significant number of benefit plan sponsors and participants, the successful effort to strike down the Defense of Marriage Act is still having an impact.
Food for thought: If a person who is 15 years old were to start saving $50 a week and stay the course through age 65, they would very likely generate enough assets to cover projected health care costs through retirement.
Fewer than half (44%) of participants surveyed by Charles Schwab are confident making 401(k) decisions on their own, but 74% said they would be confident making 401(k) decisions with the help of a financial professional.
Robo-advisers are growing by providing user-friendly, responsive and automated services to well-defined groups of investors.
SSGA contends there are things retirement plan sponsors can do to help participants prepare for retirement before their mental capacity begins to wear away.
While Rocaton Investment Advisors strongly advocates for 403(b) plans to consolidate recordkeepers, even those that don't can improve their plans.
There have already been regulations to address DC plan sponsors’ concerns about adding retirement income products to their plan, and Angela Winingham, with MetLife, said she thinks there will be a continuation of that.
From planning for health care expenses to addressing longevity and market risks, Baby Boomers are in need of help.
Nobody really likes to think about the negative aspects of aging, but advisers have a legal obligation to pursue the long-term financial good of their clients.
The company says leading by example in helping employees achieve financial goals is "the right thing to do."
Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term.
Speakers at this year’s PLANSPONSOR National Conference included the retirement leaders at Morningstar, BlackRock and John Hancock.
New research from Spectrem Group highlights a perplexing fact about financial altruism: Those with less saved are likelier to want to use their wealth to help others.
Borrowing to fund pension deficits provides plan sponsors with a way to replace variable and potentially volatile debt obligation with a known, certain amount of debt at a fixed funding cost, says Rohit Mathur from Prudential.
Financial services consumers expect providers to offer more than a few pieces of client support technology—they want full utilization of technology tools and ongoing reinvestment in the latest and greatest tech.
Advisers are finding new ways to help clients cope with the powerful sense of panic that can quickly set in when broad equity market indexes start to fall.
A Willis Towers Watson survey found less than 10% of plan participants that have the option currently make Roth 401(k) contributions.
While there is still a lot of room for improvement in the U.S. retirement planning system, one DC industry executive suggests the “blueprint for success” has been drawn out.