In Practice

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. 

A review of the Form 5500 filings from 2008 confirms what even the most casual pension observer knows.

Seventy-one percent of those participating in a recent poll believe Baby Boomers should be encouraged to work past normal retirement age.

A new Harris Poll finds 22% of those surveyed pledging to save more for retirement,with 40% planning to save more overall in 2011.

Although 99% of parents and grandparents believe in the importance of sending their children to college, many do not choose the most cost-effective financial vehicles to pay college...

The SPARK Institute has issued a Compliance Alert regarding potential fee disclosure problems and fiduciary issues for plan sponsors and certain providers of plan investment options.

Workers recently polled by AXA Equitable Life Insurance say they anticipate retiring at 61–four years later than in previous generations.

A new Deloitte survey underscores the extent to which sponsors are increasingly aware of their responsibilities to helping participants save for retirement.