In Practice

The various ways to expand your practice.

LIMRA SRI found participants who were given an estimate of how their retirement plan account balance would translate to monthly income in retirement took more positive actions and...

A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.

Saving more and reducing financial stress are the top reasons employees would participate.

If combined with the Automatic Retirement Plan Act of 2017, the retirement savings shortfall would be reduced by $932 billion, or 22.6%, according to EBRI.

Eighty-four percent of intermediaries expect sales of financial wellness programs will expand in the next three to five years, Prudential found.

Saving practices tend to vary based on the investor’s age.

Many respondents to a Prudential Financial survey are misjudging how well-off they are.

Over half have nothing set aside in any type of employer retirement plan. 

Above-average-rated plans are more apt to be found at companies with 20% to 80% higher profitability than are average-rated plans, says T. Rowe Price.

Vanguard engaged Mercer Health and Benefits to develop a new model to forecast health care costs for U.S. retirees; the effort has resulted in a number of pragmatic...

Sponsors of defined contribution (DC) plans are invited to respond to the annual PLANSPONSOR DC Survey through October 5. The survey is among our largest and most important...

Besides evaluating participant financial stress levels, a new OneAmerica survey also looks at the specific factors causing participants to experience financial stress.

Form ADV includes a number of questions about the custody of client assets; these questions continue to be a source of widespread confusion and inconsistent interpretations in the...

A majority of Americans say they have not fully recovered financially from the Great Recession of 2008.

Many view this as a way to make their practices more efficient, plus add value.

Of the 805,623 non-clerical employees of SEC-registered firms, more than half spend the bulk of their time providing investment advisory services or research.

Yet, nearly three-quarters (71%) of those responding to an EBRI survey who said debt was a major problem worried about finances at work.

A survey revealed that 46% of Millennials think you need at least $1,000 to start investing, and 17% think you need $10,000.

Natixis’ head of retirement reflects on the newly published 2018 Global Retirement Index report, which shows the U.S. continues to slip relative to other developed nations in terms...