In Practice

A number of key terms commonly present difficulty for nonprofit plan sponsors of all sizes—in particular the terminology surrounding “revenue sharing,” “fee levelization,” “fee policy statements,” and “3(21)...

A new Corporate Insight report offers a brief history of the development of financial services technology security measures introduced since 1996—delivering for retirement plan fiduciaries important contextual information...

Higher-income workers, making $90,000 a year, will pay $277,000, according to America’s Best 401k.

The Center for Retirement Research projects that 40% of those born between 1976 and 1985 will be unable to replace 75% of the income they received between the...

New research from Finhabits, a retirement plan robo-advisory platform, suggests small businesses in Hispanic-majority metro areas struggle to offer retirement plans, but there are opportunities for significantly improving...

With Americans expecting to live to age 90 and many finding retirement savings a challenge, work, at least part-time, could become a retirement expectation for many.

An American Century study also found that when offered the option of receiving either a 100% match on 3% of their retirement plan contributions or a 3% higher...

In addition, the use of online sources of information and advice is growing.

Troubling, many of the companies that say they have formal succession planning programs in place in truth dedicate very few hard-dollar resources, if any, to help.

Forty-six percent say they would “save less” or “stop saving” in their 401(k) if the tax deferred status of their plan was taken away, according to the Wells...

More than 60% of advisers say they work within a team structure, yet only one-third of teams regularly collaborate in their daily decisions and processes.

Another 40% say they reduced their debt during the year.

More than half (52%) of Americans surveyed think individuals will play a larger role in health insurance and retirement savings, a survey finds.

A Lincoln Financial Group study found government employers want to see better technology, advanced plan designs and personalized service from providers. 

Eighty percent of single women keep a portion of their savings in cash, with 35% keeping 50% or more in liquid savings.

60% say life in retirement exceeds their expectations.

Initially more of an advertising vehicle, a company web page today may be a graphically vivid entrée to valuable information.

Nearly half of sponsors do not think they are fiduciaries, up markedly from 30% in 2011.

Advisers focused on client retention take heed—spouses are increasingly influencing retirement income planning decisions, says Hearts & Wallets research.

Over three-quarters purchased their IRA through an investment professional.