In Practice

A recent National Bureau for Economic Research study offers some telling stats about the challenges of retirement: Even wealthy NFL players struggle to create a reliable plan for...

Qualitative risk tolerance assessments are ambiguous and unhelpful to investors, says a new white paper.

Regulation could narrow the flow of rollovers from defined contribution (DC) plan assets into individual retirement accounts (IRAs), says Cerulli Associates.

Most Americans are anxious about their finances and aspire to be more financially responsible, a survey finds.

Advisers can work with Boomers on plans to protect the surviving spouse

EBRI’s latest survey data shows Americans are gaining confidence in some important areas related to retirement planning, but people realize they could do more to prepare.

There are some informative discrepancies between current workers' expectations for retirement and the circumstances actually experienced by people leaving the U.S. workforce, EBRI says.

They’re investors who may not know much about investing—or even how their company’s retirement plan works. What are some of the most unusual statements from participants?

A study concludes that retirement plan loan policy is economically meaningful in shaping participant borrowing.

Budgeting – it may be the first step to improved retirement savings.

More companies are adding or considering financial wellness programs for their participants, according to Bank of America Merrill Lynch's Workplace Benefits Report.

Marketing leaders are excelling in their ability to plan effectively, instill their firm story and apply a disciplined referral process.

Poor retirement outcomes may result from a lack of financial know-how, Guardian finds in a new study.

A study from LIMRA Secure Retirement Institute highlights areas where advisers’ help is clearly needed, but remains underutilized.

The economy is improving, but American workers are still worried about their financial well-being, both for the short term and as they contemplate their future retirement, according to...

A new LIMRA study breaks down advisory client types according to their emotional responses to market moves, with the goal of helping advisers better tailor portfolio solutions for...

Members of the younger generation express more concern about retirement specifics, compared to their elder counterparts.

Compared with confidence in the financial services industry generally, plan sponsors have much higher levels of trust in their own retirement plan advisers, a study found.

Nearly half of retired respondents to a recent New York Life survey said they wished they would have started their retirement earlier.

Baby Boomers who work with advisers are better prepared for retirement, a survey finds.