In Practice

Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.

In the past 10 years, the average 401(k) balance has grown 87%, from $56,900 in the third quarter of 2008, Fidelity Investments reports.

Cogent Reports’ latest analysis of the DC plan adviser industry shows most advisers touching this space still manage only a handful of plans—while those with more plans are...

As a result, they may have lost the opportunity to save six years’ worth of income in retirement, according to a Nationwide Retirement Institute survey.

They also fail to invest the funds or max out contributions, EBRI found.

For the third year in a row, respondent companies to the ESOP Association's annual survey saw profits rise more than revenue, and a more than half of companies...

Forty percent are waiting for further clarification, Fidelity learned in a survey.

Instead, workers will source funding from their 401(k), IRA or other savings vehicles. 

Nearly half of workers feel confident about their retirement prospects, an AllianceBernstein survey found.

A survey of more than 500 Americans age 55 and older finds the top concern about a lengthy retirement is health care costs and the most significant investment...

"Choosing appropriate investments” is a top pain point for all individuals no matter their place in the retirement planning spectrum, Hearts & Wallets found.

In conversation with PLANADVISER, Lincoln Financial Group’s leader of retirement plan services explains why more Americans today cite “retirement” as their No. 1 financial stressor; in some ways,...

They are driven to reach financial independence but fall behind when it comes to saving and investing, Schwab found in a survey.

At the extreme, EBRI estimates, out-of-pocket costs could reach $399,000 or more.

More than half say they would prefer guaranteed income of $660 a month over a $120,000 lump sum, LIMRA SRI found in a survey.

Pershing researchers warn that it is far harder for advisers to convey the uniqueness of their value propositions than is commonly assumed.

The researchers say their results imply that it may be useful to facilitate decision making, particularly among the less-educated, as well as to facilitate people committing to and...

Twenty-nine percent say financial planning makes them feel “excited and inspired,” a survey by Northwestern Mutual found.

When asked to think about their life in their 60s, 70s and 80s, people said retirement savings should be increased by 31%, Capital Group found in a survey.

This year, the U.S. scored a 58.8 overall in the Melbourne Mercer Global Pension Index, up from 57.8 in 2017.says the slight increase in the U.S.’s score was...