In Practice

Research from Fidelity Investments indicates investors are redefining how they measure financial success amid changing confidence levels and risk tolerance in today’s fluctuating markets.

A new study finds that auto-enrollment and auto-contribution escalation in 401(k) plans can result in a big improvement in retirement savings, depending on how they're implemented.

A new study finds one in five workers age 50 or above has retired from his old employment and moved into a new paying position, which researchers dub...

Being financially stretched continues to be the number one reason for not contributing to employee-funded retirement plans, according to a recent survey.

Half of respondents who don’t participate in a 529 plan say they have never even heard of the increasingly popular college savings vehicle.

Despite proactive savings behaviors, 66% of boomers polled by the Transamerica Center for Retirement Studies said they are less confident in achieving a financially secure retirement than they...

A Towers Watson survey found that a majority of workers (56%) would be willing to pay a higher amount from their paycheck to ensure a guaranteed retirement benefit.

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...

You are your “brand”; it includes everything your client experiences while working with you.       

Independent registered investment advisers (RIAs) who have a strong, hands-on approach to technology are seeing more benefits than RIAs who spend more money on technology, yet use it...

When asked if auto-escalation beginning at age 45 would be appealing, 22% of defined contribution participants said they would be interested in a 1% increase every year.

A successful request for proposals (RFP) or request for information (RFI) process starts with establishing goals.

Corporate Insight recently found that 45% of the asset management firms it tracks are employing social media in some way.

A report from the MetLife Mature Market Institute says those born between 1946 and 1955 will transform the traditional concept of retirement.

Many older Americans who are approaching or who have passed the traditional retirement age of 65 are decidedly pessimistic about their short- and long-term financial future, especially as...

Sixty-nine percent of employees in a recent survey believe retirement savings accounts to be extremely important in providing protection for themselves and their family.

A new survey by Hewitt Associates found that how companies leverage their compensation and benefits programs during mergers and acquisitions plays a critical role in retaining key talent...

Regulatory changes and the recent economic downturn have led to changes in retirement plans sponsored by health care employers.

A report released from Barclays Wealth shows that high-net-worth Americans are not as inclined to a traditional retirement as was once the norm.

 Despite all the efforts of plan sponsors and providers, there is still a lack of understanding of retirement plans and investments by participants, and sponsors still struggle with...