In Practice

Middle-income Baby Boomers would be less likely to save for retirement if taxes are increased or if tax incentives for retirement savings are reduced or eliminated.

Advisers are gearing up for growth with technology investments, customer service and training, according to a survey by TD Ameritrade.  

 Registered investment advisers (RIAs) and dually registered advisers are the fastest-growing channels, according to research from Cerulli Associates in Boston.   

There was no decline in retirement preparedness among employees in 2012 despite a decline in overall financial wellness, according to data from Financial Finesse.

 Total 529 savings plan assets reached an estimated $168.5 billion in the last quarter of 2012.   

Less than half (43%) of Americans who are actively planning for retirement intend to meet with a financial adviser to review investment strategies this year.

Nearly half of women (48%) do not have any retirement strategy at all, according to a study from the Transamerica Center for Retirement Studies.

Part of what may be fueling women’s lack of retirement confidence is a lifelong concern about taking care of...

Advisers need to integrate workflows, technology and human capital, according to a white paper from Fox Financial Planning Network (FFPN). 

Advisers divulged winning strategies at NAPA/ASPPA 401(k) Summit.

A survey indicates the recently mandated retirement plan fee disclosure notices did little to increase participants’ knowledge.

A set of reforms should make the saving incentives offered to retirement plan sponsors and participants more effective at a lower cost, a report said.

In 2012, 72% of households owning mutual funds owned them through employer-sponsored retirement plans.

Penton’s Advisor Confidence Index (ACI), which measures advisers’ views on the economy and the stock market, rose by 8.4% in February.

The most researched investments in 2012 on Morningstar platforms showed growing interest in U.S. equities.

Investors using both a workplace savings plan and an individual retirement account (IRA) show a combined average balance of $225,600 as of December 31.

Understanding the financial status of a defined benefit (DB) plan requires understanding how smoothing methods have affected the plan’s reported data, a report finds.

A recent CareerBuilder survey finds the majority of workers plan to continue to work after they reach retirement age.

Americans are highly supportive of pensions and see these plans as a way to improve retirement readiness, a survey found.

Retirement plan costs have declined over the past year, according to figures from the 401k Averages Book.