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Only 10% of U.S. adults planning to retire have worked with a financial adviser to develop a plan.

Generation Xers might be more likely to save for retirement if IRAs were simpler.

An anticipated 20% increase in defined contribution (DC) participants between 2007 and 2011 means a pool of 9.6 million people with potential questions regarding their plan, according to...

It’s an undisputed fact that the vast majority of retirement plan participants never rebalance their accounts.

A new study suggests that automatic portfolio rebalancing programs can make a significant contribution to retirement savings.

Fidelity Investments reported that its 2006 net income was off by11.3% - its first profit drop in four years - as it scrambled to keep up with rivals,...

New retirement income products must emerge to fit new retirement models.

People with annuities show fewer symptoms of depression.

Despite steady access to retirement plans, the number of working family heads that participated in their employer’s retirement plan dropped more than 2 percentage points from 2001 through...

Two hot retirement plan trends appear to be converging in a way that could ­dramatically alter the investment ­management complexion of 401(k) plans: ­exchange-traded funds and lifecycle funds.

There appear to be two great debates of our time—Is global warming (oops, I mean global climate change) real? and How much do people need to save for...

Recent research from UBS Global Asset Management suggests that when individual investors pursue performance over portfolio discipline, they underperform the market – and their own investments.

Regardless of your relationship status, Valentine’s Day is coming – and for those of you in some kind of committed relationship (or wanting to be), here are some...

Apparently, the conventional wisdom is right: the earlier you start saving, the more you save and the more generous market return you enjoy, the larger nest egg you...

U.S. Senators may have overwhelmingly approved a bill that includes a provision limiting non-qualified deferred compensation programs (NQDC), but the NQDC provision may still be changed in a...

A new Hewitt Associates study of large US company retirement plans found that 43% offer, or are very likely to offer, third-party investment advisory services in the coming...

Lack of communication can be extremely damaging to an adviser-client relationship, and is a frequent reason clients leave their adviser, a new survey says.

Advisers who use performance as the sole, or significant, driver in investment selection might want to rethink their strategy because the latest study of fund performance over time...

A recent study by the Turnstone Advisory Group LLC in Marina del Rey, California has found that lifecycle funds are doing a good job for their investors but...

Looks like the pension crisis is finally over.