In Practice

Apparently the softening economy is also weighing on the value of major league baseball teams.

Recent media reports on 401(k) plan losses, excessive fee suits, and the move many sponsors are making from defined benefit offerings to defined contribution offerings has fostered negativity...

Mutual fund assets will grow at a faster rate in the independent, regional, and registered investment adviser (RIA) channels, compared with the wirehouse, bank, and insurance channels, according...

Workers who expect to work during retirement and those who do not expect to are equally likely to save for retirement, according to data from the Employee Benefit...

Customers can follow their bank on Twitter.

Investors aged 28 to 52—those in the prime saving and asset accumulation phase of life—aren’t looking far for help making investment decisions.

In response to the market downturn, financial advisers are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, according to...

Retirement plan advisers have an opportunity to help 403(b) plan sponsors reach out to participants in a variety of ways.

Automatic enrollment has helped some 403(b) plans see participation boosts, but many plans still need to overcome the challenge of getting employees to save.

While most high-net-worth (HNW) individuals are satisfied with their primary advisers, 13% plan to shop around for a new one, according to a study by Phoenix.

The extent to which investors delegate investment decisions to their advisers seems to shape how much investors value the relationship, according to the Investment Company Institute (ICI).

More than half of Gen Y respondents to a recent MetLife study are interested in getting workplace access to financial planners to help with retirement planning.

Millionaires might be working longer, too.

The state of Ohio’s two 529 college savings plans earned spots at both ends of the spectrum in a new Morningstar national ranking of 529 programs.

Almost one-fifth of workers ask a financial adviser how much they need to accumulate to retire, according to the Employee Benefit Research Institute’s (EBRI) latest Retirement Confidence Survey.

Financial advisers in the Midwest might have “happier″ clients.

There was widespread adoption of similar employee benefits communications techniques among employers responding to a recent survey.

Day-to-day expenses might be top-of-mind for Americans, but they are still concerned about having a secure retirement, according to a recent survey from AXA Equitable Life Insurance Company.

Despite generally acknowledging the importance of retirement plans, almost 40% of responding small-business employers do not offer one, according to a survey by SunTrust Bank.

Many Americans have little money put away in savings and investments, according to the 2009 Retirement Confidence Survey (RCS).