In Practice

There is considerable variation in the challenges workers face in preparing for retirement, according to the Bipartisan Policy Center (BPC), making effective employer-provided support difficult.

Data from 2012 Form 5500 filings of retirement plans provides evidence of the increasing coverage of employees by defined contribution (DC) rather than defined benefit (DB) plans.

Retirement plan participants subscribe to a variety of wrong ideas about retirement and their retirement plans, but there are ways to set them on the right track.

An Investment Company Institute (ICI) study finds a clear link between the savings goals of employees and the likelihood that they work for an employer that sponsors a...

They’re scarce now, but the rise of the account-specific tablet applications (apps) for retirement plans will come, says Corporate Insight.

Maximizing growth is the number one priority Baby Boomers have for their retirement assets, according to the MFS Investing Sentiment Insights Survey.

Millennials are famous for being highly risk-averse investors, but new research from Hearts & Wallets LLC suggests the youngest investing cohort is ready for more risk.

Taking a retirement plan loan can have a big impact on a participant’s retirement income, especially if the participant does not pay the loan back or stops contributing...

Independent retirement plan advisers must leverage third-party service providers to achieve scale and combat business challenges without a large internal support network.

Having more offices often means more opportunity, but even well-organized advisory firms can find it challenging to deliver consistent services across disparate geographic locations.

Financial wellness programs can be a value add for advisers, especially when they help drive retirement readiness and address the roots of participant inactivity.

Workers in Generation Y want advice on budgeting, saving and how to manage student loan debt, says TIAA-CREF, but they aren’t necessarily eager for professional advice.

Retirement investors are, for the most part, willing to sacrifice some overall returns to secure more predictable portfolio outcomes, according to Natixis Global Asset Management.

Finders, minders and grinders are all critical members of successful retirement plan service teams, and growing an advisory practice will require all three skill sets working in concert.

The formula behind successful firm marketing and public relations in the retirement planning industry includes a combination of authenticity, clarity and consistency.

Some subsets of Millennial investors are just as likely as their parents to seek professional financial advice, according to new research from Phoenix Marketing International.

Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4 trillion measured on March 31.

A new study suggests it is a lack of awareness among college students and young professionals, not a lack of interest, which has led to the advisory industry’s...

Women rarely take steps to maximize Social Security benefits, and only about a third say they work with a professional financial adviser, research finds.

A new Schwab Advisor Services study explores industry attributes that attract professional financial advisers to the registered investment adviser (RIA) profession.