In Practice

Men have slight edge over women when it comes to saving at the recommended 10% rate, according to research from Wells Fargo, but people still fall short of...

At year-end 2013, retirement account assets were $19.018 trillion, according to Spectrem Group’s Retirement Market Insights Report 2014.

Defined contribution (DC) plan sponsors are evaluating their current target-date funds (TDFs) and considering whether or not custom TDFs are a better option, a survey shows.

New research indicates it is probably reasonable to say about 50% of private-sector workers participate in a retirement plan.

Technology now touches nearly every aspect of an adviser's practice, from relationship management and client retention to communication, referrals and client interaction.

New investment services technologies will strain existing financial advice models, but the same factors should continue to define who succeeds in the marketplace.

Thirty percent of respondents to a recent survey note a higher plan participation rate for nonqualified deferred compensation (NQDC) plans.

When recruiting, don’t automatically look past wirehouse advisers, says Neal Simon of Highline Wealth Management, because they might be a firm’s value add. 

More than half of employees are unsure their 401(k) retirement plan will provide them with adequate funds for retirement, says a new survey.

While U.S. workers are more satisfied with their financial situation now compared with five years ago, their retirement confidence still remains below levels prior to the financial crisis.

A practice is more than just a way to collect a paycheck, says Jeff Concepcion. Many advisers think of it that way, but when they want to monetize...

The use of low-cost index funds by participants in Vanguard 401(k) plans increased noticeably between 2004 and 2012.

A new survey questions whether small businesses are paying too much when it comes to 401(k) plan fees.

For retirement plans that do not need to comply with the Employee Retirement Income Security Act (ERISA), but still need to worry about reporting disclosure requirements, there is...

Financial and retirement services provider Prudential has released a checklist to help plan sponsors of defined benefit (DB), defined contribution (DC) and 403(b) retirement plans to better comply...

It’s a phenomenon unique to the retirement planning advice industry that even those participants who make good investment decisions often don’t know they’re making good decisions.

A skilled active manager can add notable value to investment portfolios compared with less-skilled managers and passive investments, according to a recent white paper from RidgeWorth Investments.

Since the Department of Labor (DOL) proposed including lifetime income illustrations on retirement plan participant statements, no doubt most in the industry have assumed the information would come...

Advisers who team up and use outside specialists provide higher client satisfaction and achieve greater returns, says Bellaria Jimenez of MetLife Solutions Group.

Same-gender couples need to become aware of the many workplace benefits and financial planning strategies that are now available, says James Mahaney of Prudential.