In Practice

The second quarter decline mimics similar drops in 2020 and 2022, even as the industry went on to strong dealmaking...

Michelle Richter-Gordon and Mark Chamberlain are seeking adviser feedback on a digital guide touting the virtues of single premium immediate...

Gen Xers entered the workforce as pensions were fading and 401(k) plans were ‘primitive.’ Now they are closest to retirement...

Additionally, one in five advisers said they were less than five years away from retirement.

New findings reveal 59% of advisers opted not to roll over a client's 401(k) into an IRA in 2022.

Individuals should register on their recordkeeper’s website and regularly monitor online retirement accounts, according to the DOL’s Lisa Gomez.

High wash-out rates force firms to focus on recruitment and retention, according to Cerulli.

Account balances among millennial men exceed women by 23%, significantly less than the average gender gap of 50%.

Researchers ran participant simulations to show retirement income spending power could get an almost 30% boost with the strategies. 

During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.

Communicating digital safeguards to participants and engaging IT teams are key, experts said at the PLANSPONSOR National Conference.

Experts share tips for how plan sponsors can protect themselves from the increasing threat of cybersecurity attacks and evolving litigation. 

Market volatility also contributed to declines in average plan balances, contribution rates and overall plan participation, according to Alight.  

An additional 15% are unsure if they will ever be able to retire.

Vestwell’s director of plan design makes the case for advisers to work on small plans, while Sallus Retirement growth officer...

Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.

In-plan guaranteed retirement income options are much discussed, but less often implemented. Here are resources for evaluating and implementing the...

People more often turn to advisers for coaching and piece of mind than for specific financial needs, according to new...

The left-behind 401(k) accounts are estimated to hold about $1.65 trillion in assets, as of May.

After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.