Retirement planning

Rollovers into traditional IRAs occur across the working years, not just at retirement, according to the Investment Company Institute.

The more education a person has is strongly correlated with how confident they are about their retirement and their ability to save and plan for it, according to the 11th Annual Transamerica Retirement Survey, released on Thursday.

According to a poll conducted in October and released on Wednesday by InCharge Debt Solutions Americans are significantly more concerned about future expenses than paying off existing debt or paying their current bills.

Advisers who have admonished clients to spend wisely during their working years and adjust their expectations for retirement can take heart: Americans are coming around, according to a study by Hartford Financial.

Low wage growth and no annual cost of living adjustments by Social Security will undoubtedly result in greatly reduced Social Security benefits, The Senior Citizens League said in a report issued Wednesday. Those who become eligible for benefits in 2011 will receive lower benefits than those born a year earlier.

According to a survey, nearly half restored matches, increased participation.

Baby Boomers are set to inherit $8.4 trillion, and have already inherited $2.4 trillion, according to The MetLife Study of Inheritance and Wealth Transfer to Baby Boomers. Overall, two-thirds of Baby Boomers stand to receive some inheritance in their lifetime.

According to a study by ING Retirement Research, investors who work with a a financial professional report saving significantly more for retirement.

According to a study by ING Retirement Research, investors who work with a a financial professional report saving significantly more for retirement.

Individuals aren't as interested in Roth conversions as many advisers expected.

For younger employees the possibility of an enjoyable retirement is dwindling.

A paradigm shift is occurring in how bank investment program executives see retirement planning, according to Scott Stathis, managing director of Kehrer LIMRA. Stathis discussed with me some of the key findings of his retirement roundtable back in October.

For younger employees the possibility of an enjoyable retirement is dwindling.

Thirty-one percent of employers say they will offer a Roth conversion option within their 401(k) by the end of next year, but few employees seem interested.

Retirement benefits, specifically defined benefit programs, are critical when it comes to attracting and retaining employees.

Where you live may have a big impact on both your emotional and financial preparation for retirement, according to survey released Tuesday by Ameriprise Financial.

Twenty-three percent of middle-class IRA remained undecided in October about converting to an IRA, according to a study by First Command.

Baby boomers have seen first-hand the value of long term care insurance: Among those whose parents collected on a policy, 72% said it was a good value in a Mathew Greenwald survey.

The average 401(k) participant needs to work until age 73 to be able to afford retirement, according to an analysis of 10,000 accounts by employee benefits consulting firm Nyhart.

AllianceBernstein has partnered with three leading insurers—AXA Equitable, Lincoln Financial Group and Nationwide Financial—to provide guaranteed income for target-date funds in large 401(k) plans.