Households Will Look to Consolidate Adviser Relationships: Study
A new report claims that many US households will decide to consolidate their assets with a single adviser in order to better address the challenges they face in...
In Practice
EBRI: Women Edge Out Men in Retirement Plans
Women ages 21 to 64 have a slight edge when it comes to saving for retirement in an employer plan, according to a new study.
Affluent Women Give Raspberries to Seminars, Newsletters
If you're interested in building out your business to affluent women, consider yourself forewarned.
Consider Boomer Subgroup When Targeting Communication
To help marketers more accurately target the baby boomer generation, the market research firm of Chadwick Martin Bailey (CMB), in conjunction with Arnold Worldwide, concluded a study by...
401(k)s Now Leading Retirement Savings Vehicle
A new study from the Investment Company Institute (ICI) shows that 401(k) plans, originally perceived as a supplement to worker pensions, now have more than twice as many...
Getting Better
Is your continuous improvement stalled at the expense of the plan participant?
From the Front Lines
Front-line experiences to help you experience the normalcy of a "normal" day
Pay Check
Sometimes, tracking your income can be the hardest part of serving the retirement plan market
Buddy System
Retirement plan relationships are evolving from a casual give-and-take toward something more formal
CFOs Say Auto Enrollment Biggest 401(k) Change after PPA
Nearly four in 10 (38%) of the chief financial officers (CFO) in a recent survey said their firms expected to add 401(k) automatic enrollment programs as a result...
Fidelity Research Launches with Retirement Strategies Perspective
A survey conducted by Towers Perrin immediately following President Bush's signing of the Pension Protection Act (PPA) found more employers are likely to maintain their defined benefit pension...
Retirement Spending Patterns Vary
A recent study, "Spending and Investing in Retirement" by LIMRA and the Society of Actuaries offers insight into how people determine they are ready to retire and how...
Markets, Medicine Dominate Retirement Concerns
A new survey finds that retirees are most concerned about the impact of the investment markets and an unexpected medical issue on their post-career standard of living.
Savings Shortfalls a Target of New Plan Designs
Most employers (80%) consider the company-sponsored defined contribution retirement plan to be the primary vehicle for their employees' retirement income, but almost half (43%) are concerned that their...
Premature Rollovers
Recent studies indicate that more than half of participants spend at least some of their retirement savings well before that date.
Overcoming Bad Assumptions
While there has been a lot of talk the past year about the need to boost participation and deferrals, we don't seem to be making much progress.