Retirement Confidence Up for No Good Reason: EBRI
The 2014 Retirement Confidence Survey shows Americans are more confident about their retirement prospects, but the data shows it's not because they're more prepared.
Even With Cost-Sharing, Workers Still Prize Benefits
Employees value their workplace benefits even more than they have in the past despite having to pay a larger share, according to a Guardian study.
Widows Not Likely to Fire Advisor After All: Russell
An oft-cited study says 70% of widows fire their advisor within a year of their husband’s death. A new Russell report disagrees.
HRAs Falling as HSAs Continue to Soar: EBRI
The number of HRAs, where employers reimburse health costs, fell in 2013 for the first time in a decade while HSAs continued to expand.
Don’t Break Our Thriving 401(k) System, Groups Urge Government
Wharton’s Olivia Mitchell weighs in on a study by three benefits groups calling 401(k)s a success and telling tax reformers to stay away.
How to Lose Clients and Alienate People on Social Media
An online connection is not a relationship. In fact, advisors who use social media indiscriminately may alienate clients, a report from The American College warns.
Financial Security Necessary to Be a Good Person: N.Y. Life Study
Members of Gen X and Gen Y are less satisfied with their financial situation than their parents, according to a New York Life study released Thursday.
New York Life Stresses Value of Auto-Enrollment
A survey found that if workers were automatically enrolled in a retirement plan at a 3% rate, just 11% would opt out.
Half of Workers Believe Comfortable Retirement Out of Reach
A comfortable retirement is still something many Americans fear they’ll have to do without, according to EBRI’s 2013 Retirement Confidence Survey.
Top 5 Retirement Issues
Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.