Center for Retirement Research

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  Alicia Munnell: Ban Actively Managed Funds From 401(k)s, IRAs

  By John Sullivan, AdvisorOne  |  March 14, 2013

  Why is it that every current wirehouse advisor says they’re completely open-architecture, while every former wirehouse advisor says they faced pressure to sell proprietary products?

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  Future of DC Plans Hitched to Economy, Education: Outlook 2013

  By Danielle Andrus, AdvisorOne  |  December 21, 2012

  By now, the move out of DB plans into DC plans has been well-established, although the success of the plans wavers with the strength of the economy. There are also two kinds of 401(k) investors.

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  Does the 4% Rule Still Hold? Shaping Healthier Retirement Income Planning

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  October 30, 2012

  Changing times and increased market volatility have clients wondering—is there a better way?

• Running Out of Money

  By Bob Seawright  |  September 25, 2012

  It is a major fear for many Americans. In fact, there is excellent research to support the idea that Americans fear running out of money in retirement more than they fear death.

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  IRS Withdrawal Calculation Offers Alternative to Standard 4%

  By John Sullivan, AdvisorOne  |  August 29, 2012

  Here’s a news flash; the IRS offers a calculation that actually helps consumers. Who knew?

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  Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice

  By Gil Weinreich, AdvisorOne  |  August 17, 2012

  Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.

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  Big Jump in 401(k) Investors Seeking Diversification

  By Janet Levaux, AdvisorOne  |  July 26, 2012

  One-third of 401(k) plan participants invested their entire account balance in a professionally managed asset allocation and investment option in 2011, up from less than one-tenth in 2005, according to Vanguard.

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  Solving America’s Income-Deficit Problem

  By Ronald Delegge, ETFguide.com  |  June 4, 2012

  Social Security now pays out more in benefits than it receives in payroll taxes. What does that mean for your clients' portfolio plans?

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  3 Ways to Combat Client Disengagement

  By John Sullivan, AdvisorOne  |  May 15, 2012

  Alicia Munnell recently argued asset allocation has a relatively minor role in retirement success. Tim Noonan isn’t buying it.

• Target-Date Funds Dominate 401(k) Plans

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  Close to one in four 401(k) investors have their assets allocated solely in target-date funds — a six-fold increase over the past five years, according to new Vanguard research.