Retirement

Americans continue to hold their purse strings tight and favor cautious choices with their money, according to research from Northwestern Mutual.

The U.S. Government Accountability Office released a report Wednesday saying that employees switching jobs often receive guidance by 401(k) companies to roll their accounts into an IRA, even when that might not be the best course of action. But what does this mean for advisers?

More than a third of U.S. workers spend between two hours and “half the day” fretting over their personal finances, according to new research from McGraw Hill Federal Credit Union.

Many are asking about retirement readiness self-analyses.

When it comes to accessing information on financial investments, most young investors turn to traditional media, according to a recent survey.

Most participants are not contributing near enough to their 401(k) plans to adequately fund retirement.

A new study shows strong employer objections to state-run plans such as those recently proposed by legislatures in California and Massachusetts.

The availability of in-plan investment advice appears to have increased. In a recent survey, almost eight in 10 participants (79%) said that their plans offer online, telephonic or in-person advice, up from 72% in 2011.

The largest exchange-traded fund tracking the $3.7 trillion U.S. municipal-bond market is selling at a discount to its underlying assets for the longest stretch since 2011.

If you’re an adviser who works with business owners, you know that the “retirement plan season” is the end of the year. It’s that time when many business owners decide to set up a retirement plan before the year end deadline.