New research from Fidelity Investments suggests employees of non-profit organizations are not taking full advantage of their workplace retirement plan resources.
Data & Research
Democrats are frequently characterized as “tax and spend″ by those on the other side of the political spectrum.
New research from the Center for Retirement Research at Boston College (CRR) suggests the change in the retirement landscape from predominately defined benefit plans to mostly defined contribution plan coverage has decreased both household pension wealth and retiree income replacement rates.
How much money does it take to be considered rich?
A majority of employers have no intention of terminating their non-qualified executive retirement plans due to final Internal Revenue Code rules governing these arrangements, according to a survey released by Buck Consultants.
Financial services firms rank the ability to acquire and retain clients as their number one business challenge in 2008, according to a survey by Cerulli Associates.
Santa Claus is coming to town – for about 34 microseconds.
When asked what issues would have the most significant impact on businesses in 2008, advisers are most concerned about market performance/volatility (58%), retiring Boomers (54%), and the real estate bubble and credit crunch (tied at 49%).
I went to see “I Am Legend″ over the weekend.
A new Lincoln Retirement Institute survey of Baby Boomers and retirees (age 42+) reveals the majority would like a retirement planning do-over.
A new federal report painted a somber picture of the retirement readiness of American teenagers, projecting that 36.8% of today’s 17-year-olds will reach retirement age with no retirement savings.
For the first time since 2004, respondents to the Mercer Workplace Survey said they are more worried about keeping up with monthly expenses than saving for retirement.
A nationwide survey indicates Baby Boomers from the Western U.S. have a markedly different outlook on their life, health, and money, than do boomers in other regions of the country.
Investors in loaded mutual funds underperform their own funds' reported returns by three times as much as no-load fund investors even though the load investors are paying for brokers to help them, according to a new study.
Families with college-bound children who work with a financial adviser are on their way to being able to pay 47% of their college costs – significantly better than the parents of college-age children in general who will going to be able to pay an estimated 24%, a new Fidelity Investments study has found.
Three-quarters of high net worth (HNW) individuals point to retirement planning as their most important financial activity – calling the process “absolutely essential″ or “very important,″ a new survey found.
The cost of true love, like so many other things, continues to rise, according to a new survey.
Just over one in 10 American workers (11%) said they plan to cut back their retirement plan contribution rate as part of a general belt-tightening during the holiday season.
Sixty-nine percent of defined contribution plan sponsors use an investment management consultant, according to a new survey.
Participants using an advice product in 401(k) plans administered by Schwab Corporate&Retirement Services earned an average 3% higher return than those who did not, according to new data.