A new study highlights the challenges faced by women in preserving their 401(k) savings when changing jobs.Retirement Clearinghouse (RCH) Executive Vice President Tom Johnson revealed findings at a May 22 Women’s Institute for a Secure Retirement (WISER) roundtable showing that women with small 401... READ MORE

For the second time in as many days, the U.S. Court of Appeals for the 5th Circuit has denied a motion to reconsider its decision denying three states’ motion to intervene in litigation involving the Department of Labor’s fiduciary rule.In a May 16 filing, the states of California, New York and... READ MORE

While Asian Americans are more confident and focused about their investments than other retirees and pre-retirees, they do express more concern about making missteps with their retirement savings, according to new research.Massachusetts Mutual Life Insurance Company’s Asian American Retirement Risk... READ MORE

The average individual 401(k) and IRA balances of Fidelity clients dipped a bit in the first quarter of 2018 compared to the previous quarter, but year-over-year increases remained strong.According to Fidelity Investments’ most recent quarterly analysis of retirement savings trends and behaviors, ... READ MORE

A new study finds that when it comes to growing their business, female financial advisers do so at a faster rate, and are more likely to employ a broad array of marketing methods than their male counterparts.Sponsored by the Advisor Group and InvestmentNews Research, “Defining the ‘Female Effect’... READ MORE

Entering what are supposed to be the “golden years” of life, older Americans may be posing a threat to their nest eggs by shying away from discussions about potential challenges or needs as they age, new survey results show.According to the 2018 Wells Fargo Elder Needs Survey, many older Americans... READ MORE

New survey results reveal a variety of differences by generation and other demographic factors pertaining to perceptions and concerns about retirement savings strategies.Now in its 7th year, Franklin Templeton Investments’ annual Retirement Income Strategies and Expectations (RISE) survey finds... READ MORE

With many workers still lacking access to a retirement plan set against the backdrop of a growing gig economy, vital changes to existing retirement program strategies are needed, attendees at a May 8 policy forum in Washington, DC were told.At the forum, “Defined Contribution: The Next Frontier,”... READ MORE

New research suggests that retirement savers increasingly are concerned about protecting their assets during periods of volatility and ensuring they have enough income in retirement.Conducted on behalf of AXA Financial and the Insured Retirement Institute, the survey of 1,000 consumers and 300... READ MORE