Craig Copeland

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  Ownership of 401(k) Plans Rise, While IRAs Fall

  By John Sullivan, AdvisorOne  |  September 26, 2012

  In the financial services industry’s quest to help secure successful retirements on behalf of their clients, a new report from the Employee Benefit Research Institute offers hope—and frustration.

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  Individuals’ Combined IRA Balance Higher Than Overall Average

  By Danielle Andrus, AdvisorOne  |  June 6, 2012

  Average IRA balances are about a third higher, and the median balance is about 42% higher, when an individual’s multiple accounts are considered together, the EBRI found.

• Retirement Plan Participation Rates ‘Level Off’ Due to Downturn

  By John Sullivan, AdvisorOne  |  October 13, 2011

  After growing sharply throughout the 1990s, participation rates in 401(k)s leveled off during the next decade, especially during the period between 2005 and 2009, according to analysis from the Employee Benefit research Institute. In the case of ownership of IRAs, the numbers declined slightly for the same period.

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  401(k) Investors Who Choose TDFs Stay With Them

  By Danielle Andrus, AdvisorOne  |  August 30, 2011

  Retirement plan participants who invest in target-date funds tend to stay with them, the Employee Benefit Research Institute announced Tuesday.

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  As Economy Impacts Confidence, Many Plan to Work Longer

  By Ed McCarthy, CFP  |  July 8, 2009

  Workers who've lost confidence in their ability to secure a comfortable retirement say they are changing the way they invest, are working more hours or a second job, are saving more and are seeking advice from a financial professional.

• Growth in 401(k)/IRAs, Participants Has Slowed

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  June 26, 2008

  Although assets in 401(k) and IRA retirement plans have risen significantly in recent years, growth in the number of these plans as well as in...

• An In-Depth Look at Retirement

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  October 25, 2006

  The Employee Benefit Research Institute (EBRI) has published an in-depth book that examines, among other issues, the changing pattern of retiree income across the age spectrum, taking into account the additional amounts that today's workers need to save to retire with sufficient funds to meet basic living expenses.