In Practice

A study of Baby Boomer spending habits reveals many carry mortgage and other debts into their near-retirement years.

Pricing raises myriad issues, including type of compensation model, what services are factored in, and if similarly sized plans might call for different fees. 

A strong relationship still exists between an employee’s benefits enrollment experience and their perceived value of the benefits that their employer offers, a study found.

While National 401(k) Day is a good trigger to spur action from sponsors and participants to improve retirement readiness, the efforts should be ongoing.

Entrepreneurs cannot count on selling their business to fund their retirement, according to a survey conducted by The American College on behalf of BMO Harris Bank.

Less than a third are able to save their ideal retirement savings target of 6% to 19% of income,...

Although the 404(a)(5) participant fee disclosure deadline has passed, advisers continue to play an important role in helping plan sponsors and participants understand fee disclosure statements.

Forty percent of Canadians surveyed said they now expect to retire later than they previously planned.

Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.

Retirement confidence is high for both Baby Boomers and Generation X, according to a report from the Insured Retirement Institute (IRI).

The Securities and Exchange Commission (SEC) has completed a study about investors mandated by the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act.

Working to age 70 will not guarantee adequate income in retirement for many, according to research from the Employee Benefit Research Institute (EBRI).

Workers value their employer-provided health and retirement benefits, but the tax incentives that support these benefits are being scrutinized.

Arnerich Massena has published a white paper, “A Field Guide to Exchange-Traded Products.”

The typical executive will only be able to replace about one-quarter of pay during retirement through Social Security and a 401(k) plan.

The average investor thinks a mutual fund will help meet retirement goals, but is not confident it will provide an income stream. 

One in five defined contribution (DC) participants surveyed by LIMRA said they rarely or never read retirement plan disclosures.

Now seems like a popular time for lump sums, but according to a white paper from Goldman Sachs Asset Management, there is no one-size-fits-all de-risking strategy.

Nearly 60% of Gen X (59%) and Gen Y (56%) are automatically saving for retirement, compared with 46% of...

A report published by the Social Security Administration (SSA) contends the Census Bureau should adapt its retirement income measures to the changing retirement landscape.