In Practice

A new survey finds more Baby Boomers are aware of their ability to convert individual retirement account (IRA) assets to a Roth IRA, but few intend to do...

Workers offered 401(k) plans exhibit more proactive retirement savings behaviors, demonstrate higher levels of knowledge about retirement investing, and are more confident in their ability to retire comfortably,...

The overwhelming majority (91%) of surveyed financial advisers said they have made changes to their clients’ retirement portfolios, and many are looking toward guaranteed income products.

The economic downturn might have prompted some changes in the behavior of Americans, but a new study suggests that their level of retirement planning (or lack thereof) remains...

Recent research found that one-fourth (26%) of employers have either scaled back their retirement plan contributions or eliminated the company match altogether in an effort to reduce costs.

At its investor meeting last week in New York City, The Hartford Financial Services Group, Inc., announced a new organizational structure the firm said would help to execute on key...

The financial crisis destroyed almost a quarter of high-net-worth Baby Boomers’ wealth, according to a recent survey.

Based on an analysis of government filings, a new report claims that cash balance plan designs have enjoyed a 359% increase in six years.

Research from Fidelity Investments indicated many employers are reinstating employer matching contributions to their 401(k) plans.

As managed account programs make a comeback after taking a hit during the downturn, Cerulli Associates sees the most growth in mutual fund advisory programs, fueled by 401(k)...

Participants were more likely to gain access to advice last year – but the pace of expansion was slow.

A new report indicated that while Early Boomers lost a lot of money ($1 trillion) during the economic downturn, they have already recovered roughly half of these losses,...

New Vanguard research suggests that retirement plan participants, either as a result of conscious resolve or inertia, mitigated the recent economic downturn's damage to their retirement savings by...

A study prepared for the U.S. Small Business Administration (SBA) found that nearly 72% of workers in small companies have no retirement plan available.

Fewer Americans are saving for retirement and many still aren’t saving at all, according to a survey commissioned by online investing firm Scottrade.

Rick Wedge of of Novato, California-based Northgate Benefits, an NRP member firm, has been named the 2010 PLANSPONSOR Retirement Plan Adviser of the Year and The Prince Group in Indianapolis,...

Rick Wedge, Northgate Benefits, an NRP member firm (Novato, California)

The Prince Group (Indianapolis, Indiana)

Fidelity Investments' annual Retiree Health Care Costs Estimate indicated a 65-year-old couple retiring this year will need $250,000 to pay for medical expenses throughout retirement, not including nursing...

Advisers surveyed by Brinker Capital reported that despite 2009’s impressive market returns, many of their clients still have to delay retirement in order to eradicate performance shortfalls.