In Practice

An increasing number of employers are broadening the types of financial and retirement planning resources they offer employees.

Non-traditional families living with additional members in their households report a positive living situation, but feel financially burdened, according to a study by Allianz.

Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income.

Make it simple. Avoid jargon and complex graphics. And remind participants of the benefit they’ll receive—or give up—by participating in a workplace-based retirement plan.

Recent research supports the argument against investors reacting to every market turn and for solutions that...

The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of participants, sponsors and other stakeholders.

Consulting firm Mercer predicts advisers across retirement and wealth management channels will face some common challenges in 2015 as a lower-return environment takes hold.

A new career planning website from the CFP Board is designed to support both employers and job seekers in the financial advisory industry.

As individuals often lose employer-provided insurance benefits when they retire, it is important to consider what insurance is needed so they can retire comfortably and confidently.

After remaining level for the previous year, investors expressed rosier outlooks in the fourth quarter, according to a survey by John Hancock Financial.

The complexity of testing a plan can be one way to justify higher fees, says an ERISA plan administration business development specialist.

Research from Cerulli Associates predicts the combined asset marketshare of independent advisers will surpass that of wirehouse advisers by 2019.

Nearly half (49%) of respondents to the 6th annual New Year’s Resolution Survey from Allianz Life Insurance Company of North America say health/wellness is the most important focus...

Plan sponsors should look at Generation X as a segment distinct from Baby Boomers or Millennials, says Weber Shandwick in its new study.

An increasingly competitive retirement plan services market is pushing advisers into new territory and could lead to greater adoption of exchange-traded funds in defined contribution plans.

Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life. 

For plan sponsors with more than 100 participants, one the most important fiduciary duties is to ensure the plan receives a quality and independent annual financial review.

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.

A new study from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute finds 401(k) plan design changes have led to substantial popularity for balanced funds,...

Eighty-five percent of advisers surveyed by LIMRA said today’s wholesalers must do more than supply products—they need to offer more value-added services and support.