In Practice

They are also offering a broader range of products, a survey by LIMRA and EY found.

Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.

The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are...

In addition to decreasing savings to retirement plans, one-third of employees say they have used up all or most of their savings or have increased their credit card...

Rather than look at objective rankings of retirement systems, State Street set out to measure how it feels for individuals to prepare for, approach and experience retirement, and...

Seventy-five percent believe their 401(k) plan is in better shape now than ever before, according to Charles Schwab.

A detailed analysis prepared by Aon suggests the typical worker would have to start saving at age 25 and put away 16% of pay annually—including the employer retirement...

However, only 33% are confident about their retirement readiness.

Nearly three-quarters (72%) of respondents to a TD Ameritrade survey indicated they do not believe Social Security will cover their spending in retirement, and 51% said they do...

The 2018 Retirement in America Survey from First National Bank of Omaha found 69% of people not yet retired have not calculated how much money they will need...

The Spectrem study found 59% of investors said their adviser understands Social Security benefits, while 47% said their adviser is knowledgeable about Medicare.  

They are also not interested in robo advisers, preferring to work with financial professionals in person.

HealthView Services' Retirement Healthcare Cost Index shows a healthy 66-year-old couple retiring today will need 48% of their lifetime Social Security benefits to address total lifetime health care...

Only 31% of those between the ages of 22 and 35 are saving for retirement.

Gen Xers are in a much better financial place, with many having paid down their student loans. This is enabling them to focus on retirement savings.

Twenty-one percent of workers expect that working in retirement will provide them with a major source of income, but this is only true for 9% of retirees.

When it comes to trusting a financial services firm, consumers first want it to secure their personal information; secondly, they expect it to deliver high-quality customer service.

How retirement plan advisers need to function as business owners in order to grow their practices.

Significant transformation is happening in the small business retirement plan market; what does this mean for the fiduciary adviser community?

In order to remain relevant, speakers said, the retirement plan industry must become more diverse.