In Practice

The proposals include universal retirement accounts and a change to the treatment of tax incentives.

Just how much they would help depends on several factors, EBRI finds.

A poll of investment managers suggests “expertise,” “investment returns,” “thought leadership,” and “clearly articulated firm positioning” are each critical to a strong investment advisory brand.

Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.

Strategic Insight research reveals traditional broker/dealers are slowly losing dominance in the adviser-sold investment marketplace.

Hispanic workers polled by MassMutual revealed a concerning lack of knowledge about Social Security.

What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?

Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.

Few understand their eligibility, a MassMutual survey finds.

These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.

The retirement plan industry shows little sign of dropping its focus on fees and lowering the cost of investing.

Forty-five percent of “younger” respondents to a recent survey said they have student loan debt.

TIAA-CREF’s president and CEO on how to stop the retirement crisis before it starts.

Vanguard's annual study examines the rise of automatic plan features and sponsors' growing sense of responsibility for participant outcomes.

Fees and investment lineup are the primary motivators in the decision to keep or replace a recordkeeper.

Current retirees are less stressed about finances and provide examples of additional preparation steps.

Automatic enrollment and automatic asset allocation products are helping 401(k) participants save and diversify.

A rigorous new study out of George Mason University takes a strong positive stance on using lifetime annuities over structured withdrawals.

Ninety-five percent of workers believe financial literacy is important, LIMRA says, but their takeaways can vary.

Over the past five years, packaged portfolios have outperformed adviser-driven portfolios, says new research from Cerulli Associates.