In Practice

“The findings of the Retirement Income Index are a great testament to our clients’ use of best-practice plan design,” says Teresa Hassara, of TIAA-CREF.

But, fortunately, there are steps they can take to improve their situation, IRI says.

Amid the rise of automated solutions and tech-driven plans, people still want a human voice.

A majority of people surveyed say they are in control of their financial future, yet 30% say their level of debt is ruining their life.

Finances and retirement readiness continue to bewilder American workers, but few turn to online assistance. 

Resources that help employees manage their finances or plan for their financial futures have wide appeal and great potential for use among those who don’t currently have access,...

Lincoln Financial asks young American savers about retirement planning: Do they have an action plan, and are they optimistic about their financial future?

The use of social media, particularly LinkedIn, with financial professionals continues to grow, and many say they have seen a related performance boost. 

Vanguard finds that the recession of 2008/2009 did not derail Millennial retirement savers.

Most financial advice professionals feel “daunted by the task of forging their own path and the accompanying headaches,” according to research by Cerulli Associates.

There’s no way around it, health care cost projections for American retirees are grim, especially when mapped against what people actually have saved. 

Millennials are early adopters, but Gen X is nudging its way into the action.

NEPC partner and researcher looks back at a decade of defined contribution plan evolution, and oh what a difference a decade has made. 

During the storms of August, Republicans dropped equities like hot potatoes and Millennials turned to a familiar source of comfort. 

A study commissioned by Paychex shows process simplification and peace of mind are the leading factors driving small business owners to outsource employee benefit administration. 

Ninety million people have nothing saved.

John Hancock Retirement Plan Services presents the findings of its Financial Stress Study.

The potential for disruption in the industry is an impetus for growth in retirement plan advisers’ businesses.

Participants in smaller DC plans especially are not getting the same resources as their counterparts in larger plans, according to a survey.

How advisers can help keep participants’ money in their plan.