In Practice

 Quantifying key retirement risks is the first step advisers can take to help their plan sponsors address them with participants, according to a report.   

Plans with an adviser implement more plan design features, according to PLANSPONSOR’s Adviser Value Survey.

More than two-thirds of the very rich, with a net worth of at least $25 million, are actively involved in the day-to-day management of their investments.

The Financial Planning Association (FPA) has licensed technology from Omyen, which it will offer to its members at a...

The annual snapshot of U.S. household finances from Hearts & Wallets reveals a prolonged negative impact on retirees as a result of low interest rates. 

 The Investment Company Institute and Deloitte Consulting LLP have found total fees for defined contribution (DC) plans were lower in 2011 than in 2009. 

Any new retirement income tier adopted by the U.S. government should not just target those without access to a retirement plan, a paper asserts.

Affluent consumer confidence rose in a recent survey by Phoenix Marketing International, which showed an uptick in those saying that economic conditions have improved.

Discussions about retirement income offer a chance to get plan sponsors and participants thinking about a holistic retirement solution, according to Ralph Ferraro, EVP, head of product development...

Working with plans that offer target-date funds (TDFs) presents opportunities for advisers.

Working with third-party administrators (TPAs) gives advisers someone to bounce ideas off and help empower plan sponsors, according to Keith J. Gredys, CEO of Kidder Benefit Consultants and...

Plan sponsors and providers should provide believable retirement income solutions for participants.

SEI’s Institutional Group released the results of its corporate pension investment mid-year quick poll.

Advisers remain committed to global investments amidst uncertainty and client demands, Russell Investments found.

Eighty-three percent of small-business owners are still unclear about 401(k) fee notices and next steps, according to a survey.

403(b) plans offer advisers access to a large amount of assets.

“We consult with advisers on best practices,” Anders Smith, senior vice president, national sales manager, DCIO and strategic platforms at Nuveen Investments, told conference attendees.

Growth is ripe in the micro market – between $1 million and $5 million in retirement plan assets

More than just cold calling, marketing and prospecting requires defining your brand and your value proposition, said Jason Chepenik, managing partner of Chepenik Financial.

Participants have expressed anxiety over retirement readiness, Joe Connell, managing director of Sheridan Road Financial, told attendees at the 2012 PLANADVISER National Conference in Orlando.