-
Auto enrollment in defined-contribution plans is replacing lost boomer assets.
September 30 -
According to a survey, employees want companies to take a more proactive hand in helping them save, which could help advisors gather more assets.
September 29 -
As a bipartisan commission figures out ways to reduce the deficit, it makes no political sense to touch the government insurance program.
September 29
Financial Planning -
Retirement is being rejected by a new breed of wealthy workers.
September 28 -
Meet the "Nevertirees": Sixty percent of wealthy individuals globally plan to never retire.
September 27 -
Theres a lot of debate right now about whether putting annuities in 401(k) plans is a good idea or not.
September 24
-
Can baby boomers really save the economy, and are they responsible for it breaking down in the first place?
September 22
Financial Planning -
Tools and education guide investors on rolling over an IRA.
September 22 -
DWS Investments Tuesday unveiled DWS Rollover Central, an online resource center containing tools and education to guide investors on rolling over an IRA. It also compares traditional and Roth IRAs and simplifies the process of opening an IRA and selecting an adviser.
September 21 -
With so much money in motion as people change jobs, qualified-account conversions are the quick ticket for advisors looking to grow assets fast.
September 21 -
The service will offer actionable steps that participants can take to improve savings.
September 21 -
Income in retirement is becoming an issue politicians on both sides of the aisle can't afford to ignore, according to a survey by Lake Research Partners and Public Opinion Strategies.
September 20 -
Banks, losing fees elsewhere, are looking to investment services to make up the difference.
September 17
-
While most advisors selling 401(k)s did the dirty work themselves a decade ago, the majority now farms out admin to specialist firms.
September 16 -
According to a survey, just 25% of plan participants who performed a rollover of $200,000 or more since the middle of 2008 rolled all or some of the assets into an account held by their existing plan provider.
September 16 -
Almost three-quarters of voters are worried their savings wont last retirement.
September 15 -
A new study by Ameriprise Financial finds anticipation has been replaced by hesitation.
September 15
Financial Planning -
A recent study indicates the housing crisis has worsened an already-precarious financial condition.
September 10
Financial Planning -
Even though 80% of Americans aged 44 to 75 said they would choose a product with a 4% return and a guarantee against losing its value, over a fund aiming for an 8% return but subject to market risk—54% said they would not select an annuity.
September 8 -
Thanks to record low Aa corporate discount bond rates and declines in domestic and international stocks, U.S. corporate pension plans saw their funding status dip more than 5.6% to 71.3% in August, BNY Mellon Asset Management said.
September 8




