In Practice

Recession or not, true love will cost you dearly this year.

Nine in 10 U.S. workers in their employer retirement plan have not tapped into their nest egg despite the economic downturn, and 11% are actually upping their deferral...

A Las Vegas casino company and one of Utah’s largest employers are the latest to cut 401(k) employer match contributions in an effort to reduce costs.

While a majority of board of directors or board-level committees retain responsibility for appointing fiduciaries for qualified plans, an increasing number are choosing to delegate that responsibility.

Younger participants with fewer years on the job have fared reasonably well with their 401(k) accounts during the economic downturn compared with their older colleagues who have not...

Three-fourths of financial advisers polled in a new JPMorgan Funds-sponsored survey said that when evaluating target-date fund options, plan sponsors lack clear and objective criteria for selecting the...

Capturing high-net-worth (HNW) clients is increasingly focused around a holistic financial outlook rather than generating good investment performance, according to the latest edition of 'The Cerulli Edge—U.S. Asset...

Perhaps not surprisingly, there has been significant movement toward adopting target-date funds as a default investment for automatic enrollment.

Some 43% of U.S. respondents to an employer survey by the International Foundation of Employee Benefit Plans (IFEABS) said they offer financial education/literacy programs for their workers.

Similar to the protests in New York, teachers in Newport News, Virginia, are pushing back against their administration's efforts to limit their choice of 403(b) plan vendors.

If expenses are not cut significantly, asset management profits face a serious decline, and the largest sources of potential expense reduction are incentive pools and headcount, according to...

As the global economy evolves, so is the financial outlook for Baby Boomers.

Even before the current market turmoil, plan sponsors were increasingly inclined to bring in some expert help.

Some aset management firms are looking to reduce their distribution teams but expand their territories, according to research from kasina.

Participants in defined contribution plans might benefit from re-enrolling into a qualified default investment alternative (QDIA), according to a Vanguard study.

More than a quarter (27%) of Baby Boomers polled by a social-networking site for the 40 and over crowd said their biggest workplace worry was the value of...

People in a recent poll turn first to Web sites and news sources and then to financial professionals for financial information.

The wealth transfer market—which will top $38 trillion in the next few years—is a sizable opportunity for advisers.

Some unlikely distribution firms have managed to step into the crisis and increase loyalty among affluent investors, according to Cogent Research.

The Utica Teachers Union opposes a decision to limit the district employees’ choice of a financial adviser.