Search results for: ike ing

Workers are twice as likely to look to personal research or the advice of family and friends as they are to rely on the services of a financial...

The U.S. defined benefit pension market is going to be hit with a massive shakeup that will see three-quarters of private-sector DB assets frozen or terminated in the...

Although behavioral components are important, financial literacy and trust are critical variables in understanding 401(k) plan savings behavior.

There’s little question that automatic enrollment “works,″ at least in terms of turning employees into participants—just as there is little doubt that, left to their own devices, too...

Mutual funds seem to vote proxies in ways that protect them from negative reprisals.

Fear, regret, inertia, aggressiveness, and susceptibility can influence retirement investors to react to market uncertainty in ways that may not be in their best interest, according to a...

While many high-net-worth Americans vow to make financial planning decisions without the aid of an adviser, a growing number admit they’re relatively clueless about investing.

Despite the fact that the majority of high-net-worth individuals say they are extremely secure with their long-term wealth, their primary financial concern is their retirement security.

Daughters are more than twice as likely as their mothers to enter retirement steeped in debt of $25,000 or more and be forced to work far longer than...

Despite all the recent attention to, and discussions about, phased retirement for Baby Boomers, a new study indicates some employers aren’t jumping for joy about the prospect of...

Plan sponsors (and advisers) who think the Pension Protection Act’s automatic enrollment safe harbor represents an easy solution to disappointing participation rates may have another “think″ coming, according...

Every adviser needs to think about what they are known for and what they would like to be known for.

Retirement assets reached $16.4 trillion at the end of 2006, with lifecycle and lifestyle continuing their popularity, but lifecycle funds gathered a larger percentage of retirement plan assets.

We have long been concerned about the attention deficit of participants when it comes to their 401(k) plans.

Participants in retirement plans at The Vanguard Group who opted to take advantage of the Roth 401(k) in its first year have tended to be those more likely...

Communicating with plan participants via a Web site may still be the “in″ thing, but a recent study indicates that plan providers’ Internet efforts are still far from...

The first of seven ineffective habits of retirement plan advisers.

About half (49%) of investors who hold mutual fund shares outside their workplace retirement plans have purchased fund shares through a financial adviser.

Last week, I stumbled across another of those “DC plans are becoming like DB plans″ articles—you know, the “DB-ification″ of 401(k)s?

According to Fred Reish, there are three main components to a successful retirement plan.