In Practice

Language used to describe annuities should reduce the possibility of death-related thoughts, the researchers suggest.

A survey found the two tied as the most commonly used resource for helping with investment allocation among 401(k) participants.

More than half of advisers polled think the DOL regulation will help their businesses by levelling the playing field on retirement advice and eliminating competition.

Americans are the most concerned about retirement costs and the least worried about credit card debt, a study finds.

As an advocacy group for retirement plan service providers and investment managers, the SPARK Institute has been at the center of the debate over the Department of Labor’s...

A given financial adviser’s response to the final fiduciary rule from the Department of Labor may have more to do with the adviser’s brokerage platform provider than their...

Retirees surveyed stressed to pre-retirees the importance of professional financial advice when planning for retirement.

Millennials feel hopeful about retirement, despite the fact that many of them haven't saved at all or don't know their net worth.

Retirees and pre-retirees can work with a financial professional to examine the effect of inflation on their retirement.

Employees are also worried about not being able to retire at the age they want and being laid off, according to a PwC survey.

Many are looking forward to it with excitement.

Americans may be increasingly eager to save according to some measures, but that doesn’t mean they’re excited about earmarking dollars for retirement, or that people are widely committed...

Advisers can set themselves apart by developing an effective value proposition for prospective clients and referrals.

HelloWallet found paying down student loans ahead of schedule leads to a lower net wealth at retirement.

An increase in health care costs over the past two years is directly attributing to decreased retirement savings, a survey finds.

Retirees prefer guaranteed income over spending down assets, a survey found.

A study reveals that 77% of Americans older than 40 do not know how much of their retirement savings they can safely spend each year without running the...

Reviewing more than 30 years of consistent data on the experiences of U.S. retirees, TIAA finds satisfaction has stayed “strong and steady” in recent decades. 

Even with some significant softening by the Department of Labor and a more workable ‘best interest contract’ exemption, the new fiduciary rule is sure to drive more level-fee...

However, those who work with an adviser are better off, a survey finds.