In Practice

In-plan investments that provide guaranteed income should be used as part of an overall allocation strategy, garnering only about 15% to 30% of a deferral, said Joseph Eck,...

We don’t have a large yard, but it’s big enough to be “unruly.″

More than eight in ten (83%) 401(k) participants acknowledged they actually do not know how much they pay in fees and expenses associated with their plan.

The fourth of seven ineffective habits of retirement plan advisers

What would broker-dealers do with an extra $100,000 to invest in their businesses? Spend it on technology.

About 57% of U.S. households should be able to live comfortably in retirement if they work until age 65 and buy annuities with their retirement nest egg, a...

Advisers predict that auto enrollment and auto deferral increases are the two principal features most likely to shape the retirement marketplace over the next three years.

Fidelity Investments’ latest study of its defined contribution clients showed that corporate DC employees overall are on track to have an income replacement of just 17%.

If you’re having trouble getting folks on the phone, or finding them in the office – odds are they are taking a summer vacation.

In order to complete a thorough benchmarking study of a retirement plan provider, it is vital that an adviser first understand a company’s culture and what the plan...

I am fortunate enough to have access to a vast array of studies, research, and surveys about this business.

This September, PLANSPONSOR will again open its annual nomination process for its Retirement Plan Adviser and Adviser Team of the Year awards.

Workers who are confused about when to retire cannot look for clarity from Social Security, Medicare, and pension laws, because those three groups offer conflicting incentives to retire...

Financial advisers are most satisfied with wholesalers from GE Asset Management, BlackRock, and Russell Investment Group.

The third of seven ineffective habits of retirement plan advisers

Although a majority of defined benefit plan sponsors have either closed the plan to new hires or frozen it for all participants in the last two years, most...

For years, football’s Dallas Cowboys called themselves “America’s Team″, but baseball has long regarded itself as the nation’s national pastime.

With bills pending in both the U.S. Senate and House encouraging employers to sponsor auto-enrolled IRAs, an AARP-sponsored study says such a vehicle would help as many as...

Although the Pension Protection Act has officially ushered in a wave of automation to retirement plans, education is still a vital part of a successful 401(k) and advisers...

Suggesting that many retirement plan advisers will become fiduciary advisers under the Pension Protection Act (PPA), attorney Fred Reish, Partner at Reish Luftman Reicher & Cohen, said plan...