In Practice

Sixty-eight percent say helping employees accumulate income for retirement is the primary goal of their plan.

More than a third say their adviser’s recommendations have boosted their investments substantially.

Schwab’s 2015 RIA Benchmarking Survey finds 42% of RIAs have doubled their revenues since 2009.

Fixed indexed annuity sales increased 24% in 2014 to $48 billion.

Saving a median of 24% of their paycheck, they have a bright financial future.

Seventy percent of DB plan sponsors are contributing more to their plans than the minimum required amount.

Researchers suggest taking employers out of the process of offering employees DC retirement plans.

Executive benefits continue to be a strategic component of total rewards programs for health care executives, Mercer finds.

Two in ten employees say spending too much is the biggest financial mistake they have made.

Forces are set to open the 401(k) retirement plan marketplace for advisers to better serve participants.

The National Bureau of Economic Research dispels some myths about retirement.

But because defaults are so low, their contributions are lower than those who voluntarily opt in.

Nearly 90% who work with an adviser want them to serve as a partner.

Today, 17 million policyholders and dependents are covered in 13.8 million accounts.

Nearly half of those making contributions to a traditional individual retirement account in 2013 contributed up to the new legal limit.

Participants in health savings accounts contributed a median of $700 a year.

A paper studies just how financially literate LinkedIn users are, with the so-called Big Three literacy questions as their starting point.

Only 12% of those not retired expect to ever completely retire.

Many advisers evoke the idea of “passion for work” as an anchor for their brand. But as the industry continues to be more competitive, is an idea enough?

“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.