Firms Keeping Non-qualified Plans
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...
Data & Research
Getting, Keeping Clients Priority for Financial Services Firms
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.
You Better Watch Out – And You Had Better Not Blink
Santa Claus is coming to town – for about 34 microseconds.
Financial Advisers Concerned About Market Conditions
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...
Boomers and Retirees Want Retirement Planning Do-over
A new Lincoln Retirement Institute survey of Baby Boomers and retirees (age 42+) reveals the majority would like a retirement planning do-over.
GAO Paints Bleak Picture of Teens’ Retirement Readiness
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...
Struggle to Keep Up Trumps Retirement Savings Worry
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.
Western American Boomers More Proactive with Financial Planning
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...
Brokers Aren't Boosting Returns, Study Says
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...
Advisers Help Parents Save for College Costs
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...
Majority of HNW Segment Believes Retirement Planning is Important
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...
Gold Boosts Cost of 'True Love'
The cost of true love, like so many other things, continues to rise, according to a new survey.
U.S. Financial Jitters Results in Retirement Savings Reduction
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...
Two-Thirds of DC Plans Use Management Consultant
Sixty-nine percent of defined contribution plan sponsors use an investment management consultant, according to a new survey.