In Practice

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...

There was a 28% increase in the number of participants taking loans from their 401(k)s, according to an analysis of Wells Fargo-administered plans.

Published reports indicate President Obama’s 2014 budget proposal will include a cap on retirement savings.

Baby Boomers close to retirement prefer protection of their retirement savings over a risky return, a survey by Allianz Life Insurance Company of North America found.

When making a decision about plan assets, nearly half of retirees and pre-retirees (41%) consult a financial adviser, research found.

With the right combination of plan design and automated program features, retirement plan effectiveness can often be improved within reasonable budget levels, a paper asserts.

Though a worthy idea, the target-date (TD) fund concept appears to have been implemented hastily and poorly, a paper asserts.

The Government Accountability Office (GAO) has recommended regulators take certain steps to make plan-to-plan rollovers easier for defined contribution (DC) participants.

Baby Boomers’ confidence in doing a good job preparing financially for retirement has declined.