In Practice

Generation X employees are more concerned than their younger and older counterparts about having enough saved for retirement, according to a new study by LIMRA.

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.

Traditionally, benefit plan committees oversaw administration, investments—everything to do with sponsoring and administering an employer-sponsored plan.

Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.

Plan sponsors have learned their roles for Act I of the retirement readiness program, so now it’s time for Act II.

Many retirement plan participants, especially those with lower incomes, are overwhelmed by projections of how much they need to save, and they feel powerless to do anything about...

Most American households do financial planning, but the extent varies greatly, according to research by the Certified Financial Planner Board of Standards (CFP Board).

Saving for retirement is not something people think about, and the way people communicate has changed over the years.

A new white paper looks at how plan sponsors can foster better outcomes for participants.

A ranking from BrightScope, Inc. indicates companies in the law industry have the best 401(k) retirement plans.

Morningstar's municipal credit analysts found that based on two key funding metrics, the state of Wisconsin has the strongest-funded state pension plan system while Illinois has the weakest...

Panelists at the PLANADVISER National Conference, in Orlando, Florida, weighed in on the restrictions and conflicts of interests that can spur advisers to go independent. 

Having a support group is key to building an adviser’s practice.

A recent white paper examined how improved transparency with target-date funds would help retirement plan fiduciaries better understand the funds’ holdings.

Panelists discuss the best way to leverage partnerships to bring more profitability to your practice.

Connie Weaver of TIAA-CREF explained the science behind employee engagement, the cornerstone of successful retirement outcomes. 

A recent J.P. Morgan survey found significant gaps between plan sponsors’ intentions and the reality of how plan strategies actually unfold.

Panelists at the PLANADVISER National Conference discussed the costs and potential benefits of technology.

While there have been many studies on the causes of the Great Recession, a new report analyzes the cost of it.

Superior 401(k) marketing campaigns and designs can help grow your business.