In Practice

When assessing a program, they first look at cost, and then ease of implementation and expertise, Prudential found.

Following up on a broad discussion of market volatility, John Diehl, SVP of strategic markets for Hartford Funds, encourages advisers to consider new means to separate their service...

Individuals who have an adviser are more likely to be on track to create adequate retirement income—by a wide margin, a study by Empower found.

A speaker at PSCA’s 71st Annual National Conference suggests reports of Americans retirement savings inadequacy are overblown and offers data to back that up.

Paying off debt is their second greatest fear, Franklin Templeton found in a survey.

The rise in lawsuits is prompting more sponsors to turn to lower-cost index funds—and could prevent them from offering lifetime income products.

While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.

When it comes to valuing and transitioning their business, 61% of advisers have a goal for the value, and 48% used a recurring revenue multiple to calculate that...

More than half of employees surveyed by CareerBuilder said they think they'll need to save less than $1 million in order to retire.

Participants who work with a traditional or online adviser are on track to replace 116% of their income. Those working with any paid adviser, 91%, and those with...

Workers who are unprepared for retirement are five times as likely as those who are prepared to cite high living expenses as a barrier to retirement planning. They...

Tina Ambrozy, president of sales and distribution at Nationwide, warns of a major disconnect between what consumers think their Social Security benefit will be—and what this amount will...

Retirees are less likely than last year to feel confident in their ability to handle basic expenses and feel less confident in their ability to handle medical expenses,...

Eight in 10 DC plan participants are very or somewhat interested in an in-plan investment option that would guarantee monthly income for life in retirement, and the same...

A new analysis from Corporate Insight underscores the continued proliferation of “responsive design” within retirement plan service providers’ web offerings—benefiting plan participants and sponsors.

This enables corporations to expense their contributions at a higher tax rate, according to Cerulli. 

However, they also say their wealth has helped them live a healthier life, UBS found in a survey

This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement. 

One-third of North American workers surveyed said their employer does not offer retirement education or coaching.

Women may face lower pay, more work disruptions, higher longevity and higher retirement health care costs than men, a study points out.