In Practice

Even though more than half of investors turn to financial professionals, investment literacy is low especially among women, a new survey finds. 

The majority think they will be even better off financially in 2017.

As implementation of the DOL’s fiduciary rule approaches, advisers may have to choose between remaining in the DC business and pursuing traditional wealth management.

While different generations show interest in varied benefits, given dollars to choose benefits, retirement is still top-ranked.

Even though saving for retirement is America’s top financial concern, only 32% of people plan to increase contributions to their retirement accounts in 2017, according to the latest...

Some types of employers simply aren't interested in DC retirement plans, while others have fully embraced them.

Broker/dealers with less than $10 billion in assets account for a significant majority of overall industry volume but less than 10% of adviser-managed assets, according to data shared...

Fifty-seven percent of pre-retirees who have a financial adviser haven't talked with their financial adviser about health care costs, a survey finds.

In the retirement planning and investment industry of the near- and long-term future, providers’ motivations will play a deep role in determining success.

Two-thirds failed Fisher’s 401(k) IQ in the Workplace Quiz.

The average expected future retirement health care premiums for Medicare and supplemental insurance for a healthy woman retiring this year and living to 89 are projected to be...

The majority of both DC plan participants and sponsors are interested in a proposal to fund emergency savings for participants before putting savings into the DC plan.

Only 37% are confident they are on the right retirement savings track.

HSAs are gaining more acceptance as concerns about health care costs in retirement increase, and interestingly, they seem to be following a similar path as 401(k) plan growth.

The defined contribution retirement plan market saw an unprecedented number of lawsuits brought against plan sponsors and their providers in 2016, according to Cerulli Associates. 

Retirement reforms being implemented in the UK through 2018 represent an important testing ground for government-backed savings efforts. 

A new survey finds that as implementation of the DOL’s fiduciary rule approaches, more than half of advisers expect to increase investment in client service and compliance technology.

The vast majority of Millennials say they plan to work in retirement—while fewer than one in five of today’s retirees  have ever worked for pay after initially leaving...

Small business owners have embraced the strategy of offering a safe harbor 401(k) plan to simplify compliance with annual ADP/ACP and top heavy nondiscrimination testing. 

In 2016, the number of defined benefit plans with a funded status less than 80% increased to 28%, from 21% in 2015, according to a new survey by...