In Practice

There is no end of things to benchmark in a retirement plan, and measuring advisers’ own services are especially key from a number of standpoints, said panelists at...

Approximately $720 billion in defined contribution (DC) plan assets was eligible for distribution but remained in employer-sponsored plans in 2013, according to a report from Cerulli Associates.

Retirement specialist advisers used to sell the idea of getting participants engaged, getting them to allocate their savings appropriately—but today advisers must take a different approach.

The 2014 RIA (Registered Investment Advisors) Benchmarking Study from Schwab Advisor Services finds employees look beyond their base salary for meaningful compensation.

Surprisingly, only one-third of retirement plan advisers know their gross and net margins, said Blake Thibault, senior vice president and adviser with Heffernan Financial Services.

The retirement planning industry has long been characterized by a shift from defined benefit (DB) to defined contribution (DC) plans, but advisers still face great opportunity in serving...

A poll taken during an executive roundtable panel at the 2014 PLANADVISER National Conference found that 86% of attending advisers look to work force retirement readiness as an...

How secure are your technology and data practices? A pilot survey from the NASAA looks at state-registered advisers.

Plan advisers have a great deal more work to do on ensuring participant retirement readiness.

Financial services providers are failing to connect with the Millennial generation, according to new study by BNY Mellon and the University of Oxford.

Respondents to a survey identified health as the most important factor for a happy retirement, and health care costs as their biggest concern, highlighting the need to consider...

Biggest financial worries: unemployment, student loans, and whether Social Security will be adequate. Here comes Generation Z.

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.

Inability to repay student loans may affect the financial security of a small percentage of retirees, according to a report by the Government Accountability Office (GAO). 

Financial advisers looking to purchase or merge with another practice must implement some key best practices to ensure the acquisition is successful, according to NFP Advisor Services.

The emergence of digital technology and increasingly connected investors has the potential to unsettle the dynamics of the financial advice industry, according to a Celent report. 

Ever heard of a QDRIA? You might, if income solutions become an integral part of defined contribution (DC) plans.

More Americans want financial advice, especially about retirement: A substantial majority (86%) sought out retirement-related advice, a study finds. 

Current workers should factor uncertainty about labor market outcomes into their retirement planning, a research paper concludes.

An optimistic view of U.S. retirement preparedness depends crucially on assumptions about behavior that may not reflect real world activity, researchers suggest.