In Practice

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.

Schwab Institutional is expanding its offering to help financial advisers leaving traditional financial companies to go it alone.

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...

Nearly one-third of Americans say not having enough to pay for health care is the biggest concern facing our nation in retirement.

A new survey has found a notable hike in the number of larger corporate employers offering 401(a) money purchase plans.

The past five years may have been kind to advisers in some respects, but their financial picture may be starting to darken, a new study found.

Nearly one-third (27%) of online investors plan to focus some or all of their end-of-year investment gains on retirement and 22% plan to put them into savings.

The 2006 ShareBuilder Small Business Annual Retirement Trend (SBART) Survey found that 63% of respondents do not offer retirement benefits to their employees and more than half (63%)...

In addition to savings and investment considerations, a new survey suggests that part of a healthy retirement plan will include a consideration of early retirement because not all...

Mandatory retirement will be illegal in Canada beginning Tuesday, and a new survey finds that this will have quite an effect on the Canadian working population.

About seven in 10 advisers surveyed by Fidelity believe their business will be a major beneficiary of the Pension Protection Act (PPA), predicting growth between 10% and 49%...

While the top two income tiers of Americans approaching retirement have comparable assets, those classified in a new study as affluent are still focused on accumulating assets and...