In Practice

Is social media the next step in marketing? Or is it a means to connect with participants? These and other questions were discussed at the PLANADVISER National Conference...

The majority of Americans think that planning for retirement is easier for those who are not married, according to Charles Schwab’s latest quarterly retirement pulse survey findings.

Few defined contribution investment managers are effectively positioned to grow market share, according to Cogent Research.

With fee disclosure rules leading many to predict fee compression for advisers, how can you justify charging more than the average? What does it take to become “the...

Research from Fidelity shows that while nearly eight in 10 nurses (79%) feel secure about their jobs and their financial future, more than seven in 10 (71%) do...

Private industry employers spent an average of $28.13 per hour worked for employee compensation in June 2011, according to the U.S. Department of Labor's Bureau of Labor Statistics.

While four in five employees say they have adequate life insurance coverage, 45% of working women and 28% of working men with life insurance have not evaluated their...

A recent study shows a significant number of retirement plan advisers plan to ramp up their retirement income planning practices over the next few years. 

A nationwide survey of nearly 200 health care plan sponsors found that two-thirds of their employees participate in retirement plans, with participation in 401(k) plans slightly higher than...

Nearly half (48%) of retirement plan participants who rolled balances into IRAs in the past two years chose their rollover institution based on if they already had an...

An analysis from Charles Schwab shows a growing number of employers are providing their employees with value-added 401(k) plan features that help drive positive plan participation and savings...

Small-market 401(k) plan sponsors who have a clear understanding of the roles of their provider team members are more likely to be satisfied with their providers than those...

The PNC Financial Independence Survey found only 18%  of Gen Y members are confident they will have enough money to live comfortably when they are ready to retire.

A study from the National Bureau of Economic Research (NBER) found that providing peer information increased retirement savings of non-unionized recipients but decreased savings of unionized recipients.

Seventy-eight percent of all retail advisers are presently using alternative investments within client portfolios, according to a recent report from Cogent Research.

Bank of America Merrill Lynch’s latest 401(k) Contribution Activities Scorecard shows that as of June 30, 2011, nearly 1.5 million participants are actively contributing to their 401(k) plans.

401(k) participants who invested in target-date funds (TDFs) overwhelmingly tend to stick with these investments over time, according the Employee Benefit Research Institute (EBRI).    

The latest Citibank Economic Pulse survey found that three years after the downturn began, 44% of Americans feel less financially secure now than they did at the start...

An annual report examining SEC-registered investment advisers found that, although the total number of RIAs declined for the first time since 2001, the total assets under management (AUM)...

Spectrem Group reports that its Spectrem Affluent Investor Confidence Index fell nine points in August to -18, its lowest level in a year.