In Practice

Retirement plan experts also expect defaults to move to 6% or higher

A new SEI survey asks advisers to predict what their day to day work will look like in another decade. 

The three types of investor persona can help retirement plans boost the knowledge and confidence of their workforce.

LIMRA research suggest providing basic training and ongoing support during a new adviser’s early career can significantly pay off from a sales growth perspective. 

Workers experiencing health shocks are significantly more likely to retire early than others, research finds.

Research from Prudential reminds young workers of the impressive power of compound interest in building retirement wealth—and that no risk means no reward. 

Growth in 2014 for U.S.-owned institutional assets was down from 2013, but demand for custom solutions is a significant area for ongoing growth, Cerulli finds.

Plans to retire later may not pan out, and workers may not realize what competing financial priorities they will have in retirement.

Generation X, especially, would value richer retirement benefits, a survey finds.

Nearly half of physicians believe they cannot afford to max out their workplace retirement savings plan.

Rather than competing for participant contributions, TDFs and managed accounts can co-exist in a defined contribution plan.

Eighty-one percent would prefer a product with a guaranteed 4% return.

A forthcoming book by Peter Brady at the Investment Company Institute suggests Americans across the income spectrum get a pretty even shake when it comes to retirement benefits. 

Each year our sister publication PLANSPONSOR releases a much-anticipated update to its Defined Contribution Survey, acknowledged as one of the leading retirement planning industry snapshots.

However, that increase was not seen in corporate retirement plans, according to a Callan survey.

Retirement plan providers continue to place more emphasis on their mobile presence, according to Corporate Insight research.

The industry wants to get ahead of an expected talent shortage.

Only 1.8% stopped contributing to their defined contribution plan. 

An analysis from Fidelity explores the many long-term pitfalls and few short-term benefits of taking a loan from a DC retirement account. 

Student loans, when prioritized over retirement savings, can rob retirement investors of huge sums by age 65, a LIMRA study finds.