In Practice

Plan sponsors have begun to see securities lending as an investment product with risks and rewards like another other, according to a report from Finadium. 

Mesirow Financial is introducing its POLICE Report, which actively monitors and evaluates investments based on quantitative and qualitative criteria.

The first wave of Boomers, those born between 1946 and 1955, are entering retirement with 12% fewer assets than they had four years ago.

Research from Hearts & Wallets finds retirees struggling to understand how they should use money from various sources in retirement. 

Older investors’ trust in financial services institutions and advisers appears to have dropped to a new low, according to research from Hearts & Wallets.

A recent Charles Schwab survey indicates that men seek financial help less often than women, and also report making more financial mistakes.

A BNY Mellon/Finadium study found many retirement plan sponsors are reducing the benefits they offer or looking to rebalance funding between employers and employees.

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

Mercer released its list of suggested New Year’s Resolutions for defined contribution sponsors; something a plan adviser may want to pass forward. 

The Internal Revenue Service’s “Saver’s Credit” is available to low-to-middle income workers who are saving for retirement, yet very few workers who may be eligible know it exists.

Ninety-four percent of Americans are hoping to manage their money better this year, according to an ING survey. This is slightly higher than the global average; 89% of...

A Vanguard survey finds that most target-date fund investors understand the funds’ basic design and are aware of the accompanying investment risks.

The vast majority of households surveyed by the Insured Retirement Institute and Cerulli Associates say they are unfamiliar with annuities or have no opinion of them at all,...

Hedge fund CFOs say addressing new regulatory requirements and meeting evolving investor expectations are the biggest challenges for 2011, according to a poll by SEI.

Fidelity Investments has renewed its long-standing contract with BP America, Inc., a subsidiary of BP plc, as its retirement services provider.

A third of those responding to a new survey worry about outliving their retirement nest egg, but only one in five plan to buy an annuity or other...

The retirement industry might want to be on the lookout for some Congressional action around retirement adequacy and retirement plan coverage.

Defined contribution plan sponsors intend to improve company contributions, automatic features, and usage of Treasury Inflation-Protected Securities (TIPS) funds, according to a new report.

Seventeen percent of respondents to a recent TD Ameritrade survey said the recession of 2008-2009 forced them to delay saving and investing for retirement.

Mintel Comperemedia, a marketing research firm, predicts that exchange-traded fund (ETF) assets will experience double digit growth over the next five years.