In Practice

If there’s a magic number that helps people feel optimistic about a successful retirement, it’s half a million, according to Maritz Research.

Many Gen Xers are on the right track to reach retirement, according to a study from the MetLife Mature Market Institute.

EBRI research suggests people who own more than one type of retirement plan are more likely than others to invest a higher percentage in equities.

 Americans are on track to replace 61% of their current income in retirement, according to the third annual Lifetime Income Survey by Putnam Investments.   

Only 30% of 401(k) plan participants said they “paid attention” to the fee disclosures they received last year, according to the quarterly Wells Fargo/Gallup Investor and Retirement Optimism...

April 24, 2013 (PLANSPONSOR.com) – What is financial literacy and how does it impact employers’ retirement plans?

Although nonretired Americans' optimism surged from -8 in November to +38 this spring, retired Americans' optimism only saw a slight increase, from -5 to +7.

Three-quarters of people prioritize long-term planning over short-term performance, a study found.

The number of women interested in learning about financial planning, retirement planning and investing has nearly doubled since 2006, Allianz Life finds. 

An analysis from the American Society of Pension Professionals & Actuaries (ASPPA) shows retirement savings tax incentives benefit a majority of workers. 

Five years after the financial crisis, Main Street investors remain pessimistic about their finances and don’t feel wealthy enough to require financial advising services.

Cash balance plans are growing in popularity and could overtake 401(k) retirement plans within the next few years, according to research from Sage Advisory Services.

With the decline in defined benefit and retiree health care plan offerings, the younger generations need to take more responsibility for their retirement savings.

Most men plan for their own life expectancy without taking into account the likely chance their spouses will outlive them, a retirement specialist cautions.  

The majority of defined contribution (DC) plan participants participating in a recent poll are interested in having a guaranteed income option.

CAPTRUST Financial Advisors has issued a position paper about financing strategies for nonqualified deferred compensation (NQDC) plans.

Unsurprisingly, client retention is one of the top areas of focus for advisers who make the move to the independent model.

Advisers might want to take a look under the hood to see what’s causing private investors to think it is better to go it alone.

In light of National Retirement Planning Week, April 8 to 12, industry experts share their thoughts about how advisers can foster employees’ retirement success.  

The retirement savings crisis can be averted, in part by “extending the scope of what has been a very effective piece of legislation,” an executive from Fidelity Investments...