In Practice

Most American workers spend less time per year managing an individual retirement account (IRA) than it takes to choose a restaurant on a special occasion, according to an...

Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.

The funded status of pension plans showed an improvement in February compared with figures from January, says a new analysis from Russell Investments.

The delicate issue of clients who need to balance their own financial needs in retirement with the desire to help grownup children is a potentially loaded topic for...

Group pension buyouts experienced strong sales during 2013, says a new survey.

The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.

Employees have a high interest in getting help with selecting the right household Social Security claiming strategy.

A research paper shows that over half of participants with a 401(k) under Vanguard are invested in a target-date fund (TDF).

More than one-third of employees are not prepared for retirement, says a new survey.

Retirement readiness improved for Baby Boomers and Generation X households during 2013, says a new report.

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

A new analysis from the LIMRA Secure Retirement Institute shows many older workers have balances left in old employers’ retirement plans that may not be receiving adequate attention.

Fourth quarter 2013 data for defined contribution (DC) plans administered by MassMutual shows savings and investing improved for different demographic groups.

A survey shows Millennials are not quite as committed to saving for the long term compared to their Generation X and Baby Boomer counterparts.

A new analysis from investment intelligence firm Strategic Insight shows plan sponsors have enhanced key features and processes within their retirement plans over the last several years.

If advisers want to score satisfaction points with their female clients, they need to deliver holistic advice and become active listeners.

A Yale Law School professor known for making waves in the retirement industry released a study arguing plan sponsors tend to establish investment menus that encourage underperformance.

The investment options are unfamiliar to a third of plan participants and the wide variety of choices is confusing, which can mean an opportunity for education and advice.

Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in...

While many older employees say they are delaying retirement, the delay rate is lower than in previous years, says a new survey.