In Practice

Total not-for-profit retirement plan assets exceeded $1 trillion as of March 31—the first time since 2007, according to a quarterly survey of plan service providers by LIMRA.

More employers in the Washington-Baltimore region are offering defined contribution plans rather than pensions, according to an annual survey of human resources officials.

Benefit brokers continue to claim the largest share of voluntary and worksite sales compared to other producer segments, according to new research.

According to financial advisers, the largest impediments to Americans’ financial security are self-imposed.

More than 81% of variable annuity purchasers opted for a lifetime guarantee of income in the first quarter, according to a survey by an insurance trade group.

Those in America’s Heartland expect economic conditions to improve in the near-term future but remain concerned about their long-term financial security.

Continuing the trend since the third quarter of 2008, new data from LIMRA found that the percentage of new 401(k) plans sold by leading providers remains lower than...

While most surveyed registered investment advisers (RIAs) said succession planning is important to their clients, less than half of RIAs have a formal plan.

While they are familiar with automatic enrollment, most large employers surveyed by AARP aren’t implementing it.

New research indicates employers could do more to help defaulted participants adequately save for retirement.

About one in 10 brokers reported that they are very unsatisfied with their firms, according to a new survey.

The number of large U.S. companies that are replacing defined benefit (DB) programs with account-based retirement plans for new salaried employees continues to be on the upswing.

A study by J.P. Morgan found that health savings accounts with higher cash balances are becoming more common.

The economic turmoil over the last couple of years has shaped the way high-net-worth individuals view their own investment portfolios, their economy, and their government, a new...

Fidelity Investments 401(k) highlights from the first quarter of 2010 show strong account balance growth and performance for participants that stayed the course over the past 12 months...

The newly released "MetLife Retirement Readiness Index: Are Americans Prepared for the Transition?" indicates that pre-retirees haven’t taken necessary steps to prepare for retirement.

Bank of America Merrill Lynch’s Retirement & Benefit Plan Services quarterly report of activities within its proprietary 401(k) plan business shows an increase in total plan assets to...

An appreciation for the influences of behavioral finance has had a critical impact on retirement plan designs – so what about applying those principles to...

Federal employees are outpacing the general population in putting dollars toward retirement and long-term debt, according to the First Command Financial Behaviors Index.

While many advisers are still not embracing annuities in retirement income planning, almost 30% said they have increased their use of guaranteed income streams amid the market crisis,...