While investors demonstrated more knowledge about Roth IRAs than last year, many still do not understand the tax implications of a Roth, according to a Fidelity Investments survey.
While Americans haven’t quite recovered the losses their portfolios suffered amid the market downturn, they are more optimistic than last year, according to a survey commissioned by Edward Jones.
High-net-worth (HNW) consumers remain concerned about maintaining their lifestyle in retirement and slightly more concerned about paying for health care in retirement, according to a survey by The...
The HSBC Global Pulse survey found the top three financial worries are the same for citizens around the globe: taxes, wealth preservation, and retirement.
More than four-in-ten so-called “sandwich generation” parents (41%) continue to provide at least some financial support to their young adult children, according to the 2010 Families & Money...
A report from Hewitt Associates suggests workers were able to recover a significant portion of the losses they sustained in 2008 simply by participating in their 401(k) plan;...
The Principal Financial Group said its new Participant Education Planning Tool gives financial professionals access to a library of education plans and materials and the flexibility to build...
A survey from ING U.S. Retirement Services shows that those in a workplace plan are more confident, informed, and proactive when it comes to their savings.
Despite recognizing the need to have a plan or saving for retirement, less than one-fifth (18%) of Asian Americans have engaged in a conversation with a financial professional,...
Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...
Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.
Seventy-seven percent of employees said financial advice and guidance programs would improve their productivity in the workplace, according to MetLife’s 8th annual Employee Benefits Trends Study.
Arnerich Massena, Inc., a Portland, Oregon-based independent investment advisory firm, has published a paper examining participant behavior in retirement plans.
The economic downturn might have prompted some changes in the behavior of Americans, but a new study suggests that their level of retirement planning (or lack thereof) remains...
Getting participants to swallow a more holistic approach to planning requires employers, employees, and advisers to get it together—and get in touch with reality
A new report indicated that while Early Boomers lost a lot of money ($1 trillion) during the economic downturn, they have already recovered roughly half of these losses,...