In Practice

In its semi-annual Affluent Insights survey, Merrill Lynch found younger affluent investors (between the ages of 18 and 34) are much more concerned about their financial security than...

A recent study from Hearts & Wallets found that affluent investors, ages 40–60, are saving for financial freedom rather than a traditional retirement. 

Only a small proportion of companies take cultural issues into consideration as part of their integration plans for mergers and acquisitions (M&As), a Mercer survey has found.

Sixty percent of asset managers rely on their wholesalers to develop and manage their own business plans for their territories, according to kasina, but few firms provide the...

Whether it was the debt crisis or the markets, participant transfers have perked up in recent days. 

Mega defined contribution plan sponsors, whose plans have $500 million or more in assets, are focused on a unique set of factors when selecting a new asset manager...

Recent data from the Employee Benefit Research Institute (EBRI) shows many Baby Boomers are staying in the workforce past the traditional retirement age of 65.

An analysis from Mercer finds participants who were automatically enrolled in their plan and participate in an automatic contribution increase program have are contributing more than those who...

Plan leakage can significantly reduce the probability that low-wage-earning participants will successfully be able to replace enough of their income in retirement, even after 31-40 years of plan...

While DCIO (Defined Contribution Investment-Only) assets continue to grow at a healthy pace, the industry is entering the early stages of maturity, according to a recently released study...

A report from Financial Finesse argues that many employees are putting significantly more focus on retirement planning, having addressed their immediate financial concerns.

The process of selecting and monitoring investment options continues to be a priority for retirement plan sponsors, according to research from Aon Hewitt.

Automation has become standard in many defined contribution (DC) plans, according to a recent report from Aon Hewitt.

A survey from Aon Hewitt finds that defined contribution (DC) plans are now the primary retirement savings vehicle for the majority of workers, up substantially from 2009.

A recent Cerulli report says that while "primary" retirement markets represent nearly $14 trillion in 2010, Cerulli identifies six niche markets currently representing $1 trillion.

A Genworth survey has found that more women than men feel financial wellbeing is important to maintaining a balanced life.

The Department of Labor’s Bureau of Labor Statistics (BLS) found that 64% of all private industry employees have access to retirement benefits, with 49% participating in a retirement...

A recent report suggests that asset managers need to be using digital media to attract registered investment advisers (RIAs).

The need for ongoing holistic service from a third party is leading many plan sponsors to opt for a retirement plan adviser that works on a fee or...

A MetLife study found only 16% of Baby Boomers employed by small businesses said that they are on track to achieve or have already achieved a financially secure...