Of 11 countries surveyed, U.S. workers save the most, according to a recent survey by AXA Equitable that found U.S. workers save on average $696 a month for...
Fidelity Investments is testing a new feature under which older participants already contributing at or close to the maximum to their 401(k) plans can "automatically" catch up.
Financial advisers will have many opportunities to win rollover dollars away from retirement plan providers as outflows from 401(k) plans increase and traditional plan providers do not have...
In conjunction with Moss Adams LLP, a provider of management consulting services to advisory firms, Schwab Institutional has released two reports to aide independent investment advisers with organization...
Retirement for many Americans these days is not a matter of suddenly exchanging employment for a quiet life of leisure; instead, a majority of Americans age 40-69 expect...
Newly released results of a study from Fidelity Investments indicate Individual Retirement Accounts (IRAs) are not generally being used as a primary retirement savings vehicle and many investors...
DALBAR released Wednesday its annual ranking of top customer service providers in the financial intermediary, mutual fund, broker/dealer, annuities, life insurance and retirement plan provider industry.
The engine of growth for traditional IRAs is being powered by qualified plan rollovers and not new contributions, according to a new data analysis from the Washington, DC-based...
Nearly all (92%) of the 276 US companies described as “most admired″ offer a non-qualified plan in their executive benefit package, according to a study by the Todd...
Tax-exempt sector employees, those in the higher education, health care, government, foundations, and faith-based organization sectors, have saved an average of $48,000 in their defined contribution (DC) plans,...
A majority of private industry workers would opt to participate in a defined contribution plan if their companies offered them, according to a recent Department of Labor report.
Although a majority of women (72%) say retirement is their primary investment goal, almost half of them (48%) do not participate in a retirement savings plan and 60%...
A scant 16% of Baby Boomers report that all or most of their future retirement income will come from Social Security, according to a survey by the US...
Less than half (46%) of Canadians get help in financial management from an adviser, according data from Investors Group, a Winnipeg-based financial advisory firm.
Merrill Lynch has launched a new 2007 Focus on Growth bonus program for its 15, 700 financial advisers, through which its advisers will be eligible to receive payouts...