In Practice

The combined challenges of saving for retirement, paying for health care and keeping financial information safe online have many Americans worried, according to the COUNTRY Financial Security Index.

Higher education institutions that offer a 403(b) or Roth 403(b) plan are adopting practices that lead to a greater focus on participants’ retirement readiness, a survey finds.

Total private defined contribution (DC) plan assets surpassed $4.7 trillion at the end of 2013, with $1 trillion in adviser-sold channels, according to Cerulli Associates.

Some people contend that retirees fared better when most employer-sponsored retirement plans were defined benefit (DB) pensions, but a study suggests that is not true.

No one wants to talk about it, but everyone wants to know: How do other retirement plan advisers arrive at a fee for their plans? Here, some advisers...

Investment firm Rebalance IRA found 46% of Baby Boomers polled believe they do not pay any...

A study by Transamerica reveals positive news for retirement savings in America, but there’s still room for improvement.

Adviser expectations for their practice valuations are inflated, compared with actual deals closed in the past 12 months, says global analytics firm Cerulli Associates.

America’s pension system slipped two places and has fallen to 13th in the world in the Melbourne Mercer Global Pension Index (MMGPI).

Higher education institutions are continuing to improve their retirement programs, a survey finds.

The use of consultants and advisers by retirement plan sponsors in the higher education market has almost tripled since 2010, with 90% of respondents to a survey by...

A new Ameriprise survey suggests Americans nearing retirement are deeply concerned over projected health care costs, but few are taking financial actions in response.

Often, life events trigger financial actions by individuals or households.

Three in five U.S. households say retirement planning, including the determination of how much to save for retirement, is more difficult in 2014 than in the past.

Performance data from more than 300 U.S. pension funds show listed equity real estate investment trusts (REITs) have been a top-performing asset class across recent market cycles.

Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.

What are some secrets to a thriving retirement plan business? Advisers share tips to increase this part of their book of business.

Many people use home equity as a source of retirement income because they simply do not have enough in savings, according to the Center for Retirement Research.

As increasing health care costs compete with retirement savings, health savings accounts (HSAs) can be a tool for a holistic health and retirement benefits plan.

Advisers controlled 28% of all defined contribution (DC) retirement plan assets at year-end 2013, according to research from global analytics firm Cerulli Associates.