In Practice

Client pressure to cut costs is leading advisers working with defined contribution (DC) retirement plans to significantly change fund lineup recommendations in favor of passive investment options.

Amid feelings of guilt over not investing enough (a mere 23% feel “proud” of how they handled their money this year), Americans know they need to do more...

A new TIAA-CREF survey shows that 63% of women who have received professional financial advice say they feel confident about their personal retirement readiness.

With the final approval of its first new mortality tables since 2000, the Society of Actuaries (SOA) has officially revised its benchmark for calculating the financial liabilities of...

The Government Accountability Office (GAO) has released updated statistical data on the use of individual retirement accounts (IRAs) among the U.S. work force.

Six in 10 American parents support their adult children financially, according to a study from the LIMRA Secure Retirement Institute.

The percentage of workers participating in an employment-based retirement plan increased in 2013 for the first time since 2010, according to the Employee Benefit Research Institute (EBRI).

After years of extremely low turnover, retirement plan sponsors are giving serious consideration to altering their 401(k) plan recordkeeping relationships, a report says.

Consultants and financial advisers face strong opportunity in developing sophisticated investment strategies for their institutional clients, according to new research from Cerulli Associates.

Retirement savings for older workers racked up impressive investment gains in the past 12 months, but the price of securing lifetime retirement income is up significantly too.

The more knowledge investors have about annuities, the more likely they are to positively perceive and own them, according to a LIMRA Secure Retirement Institute study.

Saving for retirement and health care expenses was a priority for employees of all ages during the first half of 2014, a new report shows.

A third of middle class investors are just not saving for retirement, according to Wells Fargo’s fifth annual Middle Class Retirement study.

In 2013, 19.7% of employees indicated they were on track to meet their income-replacement goal in retirement, up from 17.4% in 2012 and 16.6% in 2011, according to...

Marketing skill is essential in building up a retirement advisory practice, says Sean Ciemiewicz of Retirement Benefits Group, but public relations can be overwhelming for the unprepared.

Retirement plan advisers share examples of how they sparked plan participants to save a little more, from skipping expensive daily coffee and brown-bagging lunch to “forgetting” about a...

If one of your retirement plan participants wanted to establish a drawdown strategy for retirement income, could she assemble an appropriate strategy using the tools and resources available...

The combined challenges of saving for retirement, paying for health care and keeping financial information safe online have many Americans worried, according to the COUNTRY Financial Security Index.

Higher education institutions that offer a 403(b) or Roth 403(b) plan are adopting practices that lead to a greater focus on participants’ retirement readiness, a survey finds.

Total private defined contribution (DC) plan assets surpassed $4.7 trillion at the end of 2013, with $1 trillion in adviser-sold channels, according to Cerulli Associates.