In Practice

Should advisers be more careful of the phrases they use with plan participants? Most agree that lofty statements, technical terms, and jargon should be avoided.

Advisers who encounter some thorny practice problems can turn to a wholesaler, findings of a LIMRA survey suggest.

New freedoms help a majority of retirees live in the best home of their lives, finds a study by Merrill Lynch.

Findings from a survey by TIAA-CREF suggest retirement plan participants may be overlooking important options that could benefit them.

Years of education, communication strategies and support haven’t done as much to move the needle on retirement plan participant retirement readiness as plan sponsors and advisers hope to...

Retirement plan sponsors wanting to step up participant communications should make sure their providers are in tune with the latest trends.

Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.

Today, PLANADVISER is pleased to announce the finalists for the annual PLANSPONSOR Retirement Plan Adviser of the Year awards.

Underlying 401(k) investment fees declined for both small and large retirement plans in 2014, according to the 15th edition of the 401k Averages Book.

Individuals should consider the expense and usage of nonrecurring health care services, which increases with age, when planning for retirement.

A survey found those with a “savings plan with specific goals” reported more success in savings efforts.

Advice has taken on new dimensions in the retirement space, according to Cerulli Associates, and is often implemented automatically and without requiring input from the recipient.

Lofty statements, technical terms, and jargon that’s incomprehensible to the average retirement plan participant can leave advisory clients feeling confused and frustrated.

The number of senior workers delaying their retirement is at its lowest now than at any point in the post-recession period.

A study examines the factors that make individuals optimistic about their preparedness for retirement despite having inadequate resources.

The current average 401(k) participant deferral rate is 7.2%, and that is simply not high enough, according to Joe Ready, director of Institutional Retirement and Trust at Wells...

The top financial concern among each generation is not having enough money in emergency savings, a new survey suggests, but for Generation X, not being able to retire...

Market performance is not the only indicator of retirement readiness, according to researchers at the University of Connecticut.

New LIMRA Secure Retirement Institute research suggests a formal written plan can make a big difference in creating a secure retirement through the defined contribution system.

What can a small salary deferral increase do for retirement plan participants? Quite a lot, according to Fidelity’s projections.