In Practice

Nearly two-thirds, 63%, of those between the ages of 26 and 64 participated in their plan directly or through their spouse.

The majority of plan sponsors overseeing the investment menus in their 401(k) plans neither actively engage with nor actively seek information about investment managers on a regular basis;...

When DC plans were first launched, plan sponsors mostly viewed them as a tool to attract and retain employees.

Even though many small businesses lack retirement plans, a study by LPL Financial suggests minor tax adjustments could nudge them in the right direction.

Research from the NCEO finds ESOPs still hold a significant amount of retirement plan assets.

Only 18% of women passed a retirement income literacy quiz, compared to 35% of men.

Today, however, only 15% of workers between the ages of 61 to 66 are semi-retired.

However, health issues are their greatest retirement fears.

Two policy makers consider very different approaches to solve the 75-year deficit in Social Security benefits projected by the administration’s recent Trustee Report.

The head of DCIO sales for Wells Fargo describes an encouraging trend in the way advisers are defining their value and assessing pricing that is fully rationalized and...

The U.S. fell three places to No. 17 in the Natixis Global Retirement Index, comprised of 43 nations.

Social Security may be enough to cover their retirement needs, while the accumulation of personal savings can jeopardize other key safety net benefits.

The researchers conclude that “including well-designed LIA defaults in DC plans yields quite positive consequences for …workers.”

FICO's latest consumer finance trend research finds only a third of consumers between ages 38 and 52 are confident they will reach their long-term financial goals.

To do so, they are making financial sacrifices.

Owners of health savings accounts (HSAs) are primarily using them for immediate needs, EBRI finds.

Those who are progressing with their goals are more likely to have a retirement plan, life insurance and at least one investment account, Lincoln found in a survey.

As more employers embrace the new “gig” or “flex” economy, the ranks of part-timers, including independent contractors, will continue to rise. Will employers change their retirement offerings?

Financial services firms are increasingly adopting technological tools, but consumers seem to still prefer a human face behind the machines.

An increased interest among employees for a full suite of health and financial wellness benefits is sparking employers’ interest.