In Practice

In addition to facilitating administrative and fiduciary functions, retirement plan data can help plan administrators decide on value-added plan features and services.

Motivating employees to participate in the plan requires creative strategies—from serving cookies to visiting the oil rig where they perform their job.

Many full-time workers in developing and mature economies, not just the U.S., have taken few or no steps to plan for retirement.

A new survey indicates that the Baby Boomers who continue to work past retirement age are not only seeking income, but also social impact and personal meaning.

Rates of return for defined benefit (DB) pension plans outpaced those for employee-directed 401(k) plans over the last decade, according to an analysis by Watson Wyatt Worldwide.

Morningstar found that mutual fund managers commonly shop outside their own funds.

For the first time since their creation, open-end mutual fund launches were eclipsed by the combined introductions of ETFs, closed-end funds, and variable annuities in 2007.

Although more affluent investors are choosing to work in retirement to supplement their income, few are choosing to meet more often with their adviser, a study by Cogent...

Nearly eight in 10 (78%) employers surveyed by Fidelity Investments already offer a QDIA, with most (63%) holding lifecycle funds as the QDIA.

The risk of outliving savings in retirement is now a little greater as preliminary data for 2006 shows that life expectancy hit another record high.

Even in tough markets, advisers resist client urges to move assets, according to the most recent SEI Advisor Network Quick Poll.

Ultra-high-net-worth business owners might have succession and estate plans, but fail to implement or update them, a study says.

Baby Boomers are failing to follow the retirement planning disciplines that enabled their parents to achieve a satisfying retirement, according to a new study by NAVA, the Association...

In part two of our series on incorporating financial planning services into qualified plans, we’ll analyze profitability margins and work on setting competitive market rates for plan participants.

The Retirement Security Project proposes a trial period of automatic enrollment into lifetime income vehicles for 401(k) participants at retirement.

The latest data from the Principal Financial Well-Being Index indicate that a scant 3% of workers have cut back on retirement savings contributions in response to rising prices...

Almost one-third of affluent Boomers cite investments outside their retirement plan as the main funding source for retirement, a survey from Bell Investments found.

Retirees are least satisfied with advice on how to draw down their savings without draining it, a Nationwide survey said.

The popular virtual world of Second Life is on the road to becoming a communication tool in the financial world.

Employer-sponsored IRAs may sound like a good idea for workers without traditional retirement savings programs, but a new study says that federal regulators can’t evaluate the option effectively...