In Practice

The best retirement plan advisers will be recognized through the fourth annual Retirement Plan Adviser and Adviser Team of the Year award.

More workers and retirees are losing sleep over their long-term financial security than lasts year, according to the latest Principal Financial Well-Being Index.

Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.

Many sales assistants offer their advisers a versatile and valuable business partner, and research shows assistants are interested in expanding beyond their traditional administrative role.

A third of workers are not participating in a retirement plan.

Younger workers are aware of the importance of saving for retirement, but it just seems so far away, they say as they cash out their 401(k)s.

Millionaires in Generation X seem more philanthropic than their parents.

New research says rapid growth in unified managed accounts (UMAs) will be stinted if the need for industry standardization and automation isn’t addressed.

Financial intermediaries are continuing to adapt their business to meet the evolving needs of sponsors when it comes to qualified default investment alternatives (QDIAs).

You may still be trying to figure out where Senator Barack Obama stands on the Russian invasion of Georgia.

Annuities can help women generate enough income for their extended life expectancy, according to a study sponsored by an annuity provider.

Executives at companies with an employee stock ownership plan (ESOP) are nearly all jumping for joy that their employer made the move to create such a program.

Memories of the 2008 Olympics are fading fast, but looking back I was most struck by the American team’s performance in the 400 freestyle relay.

They’ve been slow to catch on in 401(k) plans, but a new report says that exchange-traded funds, or ETFs, are a potential threat to mutual funds in investor...

Participants are embracing automatic savings and investment tools, according to a Vanguard analysis.

An overwhelming 85% of surveyed members of Generations X and Y think it’s a good idea for employers to voluntarily enroll workers in a retirement savings plan, according...

Those kids many parents are sending off to college for the first time this month – are part of a diverse, internet-savvy and privacy-free group of nearly two...

A new research paper from the Rotman International Centre for Pension Management suggests that the cost of greater fee disclosure born by defined contribution retirement plan participants would...

Slightly more than half (48%) of 401(k) have a financial adviser, according to a report from Spectrem Group.

Will guaranteed income wrappers for managed accounts gain widespread acceptance among fee-based advisers?