Medical firms make up more than a quarter of employers offering cash balance plans, according to a new plan census by an Encino, a California-based cash balance consultant.
Forty percent of high-net-worth individuals are concerned with the risk of not being able to live comfortably on their available level of income in retirement, said a survey...
One in four affluent Baby Boomers is changing his retirement plan and 40% are downsizing their lifestyles in response to the economic downturn, according to Bell Investment Advisors...
Financial advisers are optimistic about both their business and the economy, yet think the priority of the next president should be bolstering the weak economy.
When home equity and government assistance are taken out of the picture, the snapshot for retirement looks much bleaker, according to a new study from Barclays Global Investors...
The use of independent advisers by millionaires has grown, with 26% of millionaires now working with such advisers, compared to 22% last year, according to a survey by...
Eighty percent of investment consultants expect to increase their defined contribution (DC) business in the wake of the pension fund crisis, according to Cerulli’s 2007 survey of investment...
Responding to findings of its recent Family Matters study, the MetLife Mature Market Institute has made available tips on making the right choices for retirement based on family...
A newly released research study casts doubt on the traditional notion that calculations of a person’s retirement nest egg should take into account a post-retirement spending dropoff.
One in six Americans have not signed up for their company’s retirement plan because they don’t understand how it works, and 44% don't understand how an individual retirement...
Despite all the talk about the declining U.S. economy, a recent survey of financial advisers found that 63% of financial advisers are bearish over predictions for U.S. economic...