In Practice

Fidelity Investments reports that nearly one-third of its Roth IRA Conversions executed across its retail and adviser businesses in 2010 occurred during the month of December.

Focus groups conducted by the Center for Financial Security at Boston College showed participants do not appreciate the inherent diversification of target-date funds.

Americans may not be preparing for the unexpected events that can interfere with retirement plans, according to a MetLife Mature Market Institute study.

Thirty-two percent of Baby Boomers are worried they won’t be able to afford the retirement lifestyle they want and they’re not sure how to improve their prospects.

The number of investment professionals at broker/dealers (B/Ds) has stayed at approximately 310,000 over the last few years, and they are aging with no clear source of replacements.

One-third of companies with fewer than 25 employees offer retirement plans, compared to about 80% of companies with 100 or more employees, a report found.  

While the recession led employees to turn their attention to debt management and budgeting, research from Financial Finesse finds that in 2010, they refocused on the future.

Consultants who advise plan sponsors on large-plan service provider selection said "cultural fit" and "brand strength" were two of the most important qualities to look for.

Panelists at the Virtual PLANADVISER National Conference discussed ways advisers should reconnect with plan sponsors and sweep away some of the old cobwebs surrounding retirement plans. 

Despite a lack of major upgrades to adviser-oriented Web sites, a recent report found overall improvements to online tools regarding annuities offered by financial services firms.  

PNC Wealth Management released survey results this Valentine’s Day that show not everything is harmonious with couples in terms of financial concerns.  

Small-business owners are slowly starting to realize that they can’t handle retirement planning on their own, according toE. Thomas Foster Jr., Vice President and National Spokesperson of The Hartford's...

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends...

Many advisory firms grapple with the possible benefits (or consequences) of participating in a merger or acquisition; a panel at the inaugural Virtual PLANADVISER National Conference discussed the...

CPI Qualified Plan Consultants announced that Matthew K. Scott will serve as the first retirement plan consultant in the Phoenix, Arizona office.

A recent study from kasina found that 60% of asset managers have a mobile strategy in place and recommended more firms develop one as soon as possible.   

The quarterly "Schwab Survey of Investor Confidence" shows clear signs that investor confidence improved at the end of 2010.  

Over the past two years, the youngest generation in the workforce has become more engaged in learning about the benefits available to them, according to Unum.

The Center for a Secure Retirement (CSR) found that 51% of middle-income Americans (annual income between $25,000 and $75,000) have not been approached or contacted by a professional...

Towers Watson took an in-depth look at defined contribution (DC) plans among Fortune 100 companies, focusing on plan design and investment options.