In Practice

Workers who are unprepared for retirement are five times as likely as those who are prepared to cite high living expenses as a barrier to retirement planning. They...

Tina Ambrozy, president of sales and distribution at Nationwide, warns of a major disconnect between what consumers think their Social Security benefit will be—and what this amount will...

Retirees are less likely than last year to feel confident in their ability to handle basic expenses and feel less confident in their ability to handle medical expenses,...

Eight in 10 DC plan participants are very or somewhat interested in an in-plan investment option that would guarantee monthly income for life in retirement, and the same...

A new analysis from Corporate Insight underscores the continued proliferation of “responsive design” within retirement plan service providers’ web offerings—benefiting plan participants and sponsors.

This enables corporations to expense their contributions at a higher tax rate, according to Cerulli. 

However, they also say their wealth has helped them live a healthier life, UBS found in a survey

This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement. 

One-third of North American workers surveyed said their employer does not offer retirement education or coaching.

Women may face lower pay, more work disruptions, higher longevity and higher retirement health care costs than men, a study points out.

Although some retirees face catastrophic health care cost in retirement, EBRI found that most don't.

EBRI questions whether retirees are just determined to preserve their assets or whether they need more education about spending assets in retirement—both have implications for retirement plan advisers...

A new analysis published by MetLife examines employers’ and employees’ attitudes towards automation and its role in the workplace—including how changes in technology could impact compensation and the...

Forty percent of single retirees overall do not think their savings will be enough if they reach age 90.

This is particularly high among Gen Z (69%), Millennials (64%) and Gen X (66%), a survey found.

However, only 35% of advisers have worked with their clients to develop formal retirement plans.

Health care costs, especially, come with sticker shock

However, asked if they would prefer to be left to their own devices to invest or have their employer provide them a set retirement paycheck for life, 58%...

Bruce McClary, vice president of communications at the NFCC, said men have the highest levels of financial confidence, but are less likely than women to reach out for...

Almost half of advisers who left their firm moved along with a larger team in 2017, versus 34% in 2012, according to data shared by Fidelity Clearing and...