In Practice

Plan sponsors have a duty to alert and inform participants of any data changes, and ensure they are receiving the right education on it. 

Panelists discussed recent trends in fees and how providers can keep plan sponsors and participants up to date. 

Participant advice has highly progressed in the latest years, with the introduction of mobile technology and advanced systems, but how will it change under the new fiduciary rule...

Vanguard has issued a new framework, jointly developed with Mercer, that helps pre-retirees and retirees with planning for annual health care costs and long-term care expenses in retirement.

The panel focused on current asset allocation trends, and then shifted to what plan sponsors and participants need to know about these investment products. 

Plan sponsors are responsible for recruiting those who will be dedicated to continuous learning on ERISA, fiduciary duties, and more. 

A new survey of advisers published by Schwab Independent Branch Services suggests client-facing staffers are “brimming with entrepreneurial drive,” and as a result they are increasingly drawn to...

Two experts discuss the most noteworthy issues in today’s retirement planning space.

There is more emphasis than ever before in the DC plan space on identifying the best way to offer a benefit that is not just a to-retirement program,...

Yet, only 13% of workers have discussed Social Security with an adviser.

Some people are running out of money in retirement, but many are refusing to spend and are living below their means. Are they doing so out of fear,...

The women are also far more risk-averse, PNC Investments learned in a survey.

The Center for Retirement Research finds that the net worth of non-divorced households is 30% higher than for divorced households.

According to a T. Rowe Price study, 65% of defined contribution plan sponsors believe achieving the highest retirement income opportunity for participants is their greatest priority. 

However, if retirement expenses are reduced to 80% of average expenses, 82.1% are on track to not run short.

When it comes to making financial decisions, 81% of Americans are most likely to turn to a financial adviser over their closest confidants, including wealthiest friends (70%), older...

It also helps to offer financial education continuously, according to the Pension Research Center at The Wharton School at the University of Pennsylvania.

Among those who have made an estimate, the median amount is $650,000, Bankrate.com learned in a survey.

In a letter to the Department of Labor, researchers for the Center of Retirement Research at Boston College make policy recommendations to address defined contribution plan portability and...

Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.