In Practice

More than half (58%) of tax-exempt organizations surveyed offer top executives an employer-paid nonqualified retirement plan.

Despite worries over budget gridlock and the impending deadline of the fiscal cliff, institutional investment managers surveyed were mostly staying the course.

About 45% of all employees in the nonprofit sector are not confident with their ability to prepare financially for retirement, a survey shows.

Benefits, risks and regulation that varies from state to state can make choosing annuities with guaranteed lifetime withdrawals tricky for older Americans.

When making changes to a 401(k) plan’s investment lineup, administrators chase returns and do not end up improving investment performance, research suggests.

Callan’s “2013 DC Trends Survey” indicates that in 2012, defined contribution (DC) plan sponsors spent their time on compliance matters.

Recordkeeper search activity is expected to increase; however, most requests for proposals (RFPs) will only serve to benchmark pricing, according to Cerulli.

Strong client service, a useful website and recognizable brand are the most important factors for advisers when choosing an asset manager.

Most investors (83%) say 401(k) and other tax-advantaged accounts are extremely (43%) or very (40%) important to a comfortable retirement.

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Rising equity markets and falling liabilities combined to push the funded status of the typical U.S. corporate pension plan into positive territory in 2012.

S&P 1500 plan sponsors finished 2012 with the highest year-end pension deficit ever.

Corporate pension plan funding levels took a modest dip in 2012, keeping most plans considerably underfunded.

 Europe, China and the U.S. must overcome hurdles to keep the global economic recovery intact.  

Defined contribution (DC) plans cost more than defined benefit (DB) plans per employee hour worked, but DB plans cost more than DC plans per participant.  

Interest in annuities is growing as consumers demand guaranteed lifetime income in the face of challenging economic conditions, according to a report.

Shifting sales strategies cause asset managers to focus on value-add programs, research found.

Plan sponsors can use behavioral economics to educate employees about saving for retirement.  

An analysis of 401(k) accounts for 2011 shows more balanced investments.

Of concern is whether individuals’ ability to make good financial decisions will deteriorate as they age.