In Practice

A survey by OppenheimerFunds suggests advisers might have an opportunity to help women save for their children's college costs without sacrificing their retirement savings.

More than other age groups, Generation Y is increasingly interested in asking for guidance from a financial adviser, according to a MetLife survey.

A new study in three countries found that sending a simple text message can remind individuals to save.

The typical adviser receives more than 100 e-mails, mailings, wholesaler visits and internal sales desk calls every month from product providers—and that’s just from the firms they work...

Financial advisers might face challenges to help pre-retirees rebuild their savings, as most pre-retirees are not putting away more money or spending more time with their adviser.

Brokers are switching firms at a slower pace, and the largest number still go to another wirehouse firm rather than a new advisory channel, according to the Discovery...

Half of employers now offer workers outside investment advisory services, including advice, guidance, and/or managed accounts, according to Hewitt Associates.

The recent economic turmoil brought great change to the markets, but a recent survey by a defined contribution plan consultant indicates most of its clients and prospects came...

Bank of America Merrill Lynch Retirement & Benefit Plan Services' quarterly report on plan and participant activities within its proprietary 401(k) business found 60% of participants started or...

A new report predicts that rapid growth will restructure the asset allocation and packaging of target-date products and that target-date and target-risk retirement vehicles will attract 80% of...

Nearly half (49%) of 63 surveyed CFOs at financial services firms said their companies are reducing employee bonuses in the next six months, according to Grant Thornton LLP.

A recent Watson Wyatt survey of large employers found that 35% of those that reduced their 401(k) match anticipate reversing that decision in the next six months—up from...

Recent research by Computershare and the London School of Economics found employees in employee stock purchase plans (ESPPs) work harder and stay with their employer longer.

Nearly half of workers leaving their job take a 401(k) cash distribution, a Hewitt study found.

The latest National Retirement Risk Index (NRRI) from the Center for Retirement Research at Boston College (CRR) showed a 7% drop in the share of households positioned to...

Despite the Wall Street turmoil and the economic downturn, the number of employees joining 401(k) plans serviced by Charles Schwab actually increased.

A new survey finds small business owners are ready to pick up hiring, but feel the inability to afford benefits may hinder them from attracting new employees.

Although recent proposals to boost retirement savings for workers without access to employer-sponsored plans could increase the portion of Americans saving for retirement, the programs are not without...

MassMutual Retirement Services' quarterly analysis of plans it administers indicates plan participants are more engaged in their retirement planning and saving, and are also more confident in the...

A new survey from J.P. Morgan finds 401(k) participants embrace the responsibility of controlling their retirement savings, but without confidence to succeed.