by FA Staff
The youngest women who participated in a recent survey had the highest interest in learning about personal finance topics.
by Chip Castille
Target-date funds are capturing nearly three-quarters of the dollars flowing into defined contribution plans. What's the opportunity for advisors?
by FA Staff
Participants in 401(k) plans said they plan to contribute less towards retirement savings as worries about health care expenses grow, according to the annual Mercer Workplace Survey.
by
Karen DeMasters
Automatic withdrawals for retirement accounts are growing at Fidelity.
by FA Staff
College debt and scarce employment are making it difficult for this group to start saving for retirement, says a study by Transamerica.
by
Ted Knutson
Walter Bettinger on Monday called for a transformation of the 401(k) industry by slashing fees and boosting advice.
by
Ted Knutson
The rights of retirement plan participants to receive information about their plans on paper needs to be strengthened and protected, says the GAO.
by FA Staff
Mutual fund-owning households' willingness to take investment risk has remained at the same low levels seen since the 2008 financial crisis, according to an ICI annual survey.
by Lisa Brown
There are some big differences between a Roth 401(k) and Roth IRA that you may want to explain to clients before they jump in.
by Jerilyn Klein Bier
New measures aim to help advisors hook up with and generate more
retirement plan business.
by
Karen DeMasters
A lack of jobs in today’s economy is prompting more people to use their retirement money to start small businesses.
by FA Staff
Retirement plan participants usage of social media for information about their workplace plan has increased, but it varies by age, gender and income level, according to a recent survey.
by
Karen DeMasters
Death and taxes may be inevitable, but taxes can be modified with some careful planning before retirement, says this advisor.
by
Ted Knutson
Unclaimed pension benefits and uncashed benefit checks are growing significantly, a DOL advisory council was told Wednesday.
by FA Staff
A higher percentage of workers are participating in retirement plans since the end of the recession, although the average contribution is less, according to a new report.
by
Karen DeMasters
More than half of Americans don't know how rising interest rates will affect their retirement and other investment accounts.
by
Karen DeMasters
Financial planners need to be able to advise clients on Social Security earned income penalties, expert says.
by FA Staff
Workers are counting on their 401(k) savings to support their retirement. However, the majority of workers lack the confidence to effectively manage their retirement savings.
by FA Staff
More than one-third of unemployed or underemployed workers who have retirement accounts have taken withdrawals from their accounts.
by
Ted Knutson
The reaction of pension industry companies and professional trade groups to the Labor Department’s proposal to require 401(k)s to illustrate lifetime income streams? Good idea, but …
