In Practice

Potential tax increases will lead to a higher number of households at risk in retirement, according to a new study.

Minneapolis-St. Paul residents are the best prepared for and confident about retirement, according to a new poll.

Forty-three percent of people said in a recent survey that in times of financial troubles, they would make early withdrawals from 401(k) or other retirement accounts.

With $4.2 trillion in assets, individual retirement accounts (IRA) accounted for more than one-quarter of all U.S. retirement wealth in 2Q2010, according to an Investment Company Institute (ICI)...

Smaller plans don't necessarily cheaper costs.  A new survey actually proves otherwise. 

More than 85% of the recordkeeping firms responding to a SPARK Institute poll said they plan to utilize the Institute’s information sharing standards and data records for retirement...

Cerulli Associates’ latest report predicts that wirehouse firms' managed account marketshare will fall to 50% by 2014. 

Actuarial and employee benefits consulting firm Nyhart has found 81% of employees 18 or older will not be able to afford to retire by the age of 65.

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

Retirees will need a significant amount of savings to cover their out-of-pocket health expenses, according to a new report released by the nonpartisan Employee Benefit Research Institute (EBRI).

Charles Schwab released a study today that found although active traders are feeling more optimistic, being properly hedged against risk is a concern for many.  

The Trust Representative Office (TRO) program will provide the registered investment adviser (RIA), Moneta, with branded trust services and a referral marketing program targeting local centers of influence. 

A survey of career women ages 45 to 70 earning $75,000-plus per year shows that they are highly confident about how to manage money, yet 62% fear they...

The Principal Financial Group found that the design of the employer match can be a powerful motivator for participants, even when the employer’s total contribution doesn’t change.

Federal regulators on Monday released a long-awaited rule to require more disclosures about target-date funds.

Balancing the demands of the home office and the needs of a widely-dispersed wholesaling staff can be very challenging for a sales manager, according to a Cerulli Report.

When it comes to their financial situation, workers seem to be taking a longer-term view – and one focused on retirement, according to a new report. 

Long-term 401(k) participants took a big hit to their accounts in 2008 but otherwise enjoyed an average 31.9%-advance in 2009, according to a new study.

Russell Investment Group is stepping up its efforts to enter the ETF market as a direct provider.

Across all income groups, retirement income from employer-sponsored retirement plans is more prevalent among retirees today than in the mid-1970s, according to an Investment Company Institute (ICI) study.