Two-thirds of Ohio middle- and high-school students whose financial habits were tracked after going through a financial literacy program reported saving more.
Median asset levels in defined contribution and IRA/Keogh plans dropped at least 15% from year-end 2007 to mid-June 2009, according to the Employee Benefit Research Institute (EBRI).
Surveyed advisers of employer-sponsored retirement plans (ESRPs) do not seem overjoyed with providers they work with, data from Cogent Research indicates.
More than half of surveyed advisers (57%) indicated that the economic crisis has had a large impact on their business—but it also might be an opportunity.
Though the economy still tops their list of concerns, the majority of surveyed small-business owners said they expect an economic turnaround this year or next.
Two-thirds (67%) of private industry workers had access to retirement benefits in 2008, according to data from the Department of Labor's Bureau of Labor Statistics (BLS).
A recent Charles Schwab survey found that less than a third (31%) of respondents claimed they speak with their broker or financial adviser on a regular basis.
When asked to rank their clients’ greatest concerns as of the second half of 2009, advisers overwhelmingly (70%) chose “greater chance they’ll outlive their money.”
A new analysis from Fidelity Investments indicated that automatic enrollment in 401(k) plans is proving to have the biggest impact on younger and lower-compensated employees.
The number of retirees who say they are worried about financial security has more than doubled in the past year, and many are tightening budgets or seeking professional...
Losses in the financial and housing markets during the economic crisis are causing many seniors to consider retiring at a later age than originally planned.