Some people contend that retirees fared better when most employer-sponsored retirement plans were defined benefit (DB) pensions, but a study suggests that is not true.
No one wants to talk about it, but everyone wants to know: How do other retirement plan advisers arrive at a fee for their plans? Here, some advisers...
Adviser expectations for their practice valuations are inflated, compared with actual deals closed in the past 12 months, says global analytics firm Cerulli Associates.
The use of consultants and advisers by retirement plan sponsors in the higher education market has almost tripled since 2010, with 90% of respondents to a survey by...
A new Ameriprise survey suggests Americans nearing retirement are deeply concerned over projected health care costs, but few are taking financial actions in response.
Three in five U.S. households say retirement planning, including the determination of how much to save for retirement, is more difficult in 2014 than in the past.
Performance data from more than 300 U.S. pension funds show listed equity real estate investment trusts (REITs) have been a top-performing asset class across recent market cycles.
Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.
Many people use home equity as a source of retirement income because they simply do not have enough in savings, according to the Center for Retirement Research.
As increasing health care costs compete with retirement savings, health savings accounts (HSAs) can be a tool for a holistic health and retirement benefits plan.
Advisers controlled 28% of all defined contribution (DC) retirement plan assets at year-end 2013, according to research from global analytics firm Cerulli Associates.
Move over, retirement, younger adults ages 18 to 34 have other financial concerns to save for, according to a survey from the nonprofit Consumer Federation of America.
More than half of independent registered investment advisers (RIA) view technology as a front-office function and a key component for delivering quality client experiences.