Data Points
Resolved: Promote Financial Ed
Educating on saving and budgeting next year could fulfill an employee desire
Magazine Articles
Data Points
Ups, Downs of Balanced Funds
Just 8.9% of plans employ these funds as their default investment
Data Points
The Status of Company Matches
Overall, 73.7% of plans offer a match, down from 74.7% last year
Data Points
403(b)s: Similar but Different
For instance, compared with others, these plans are less apt to offer loans
Data Points
Employers Neglect Financial Ed
Yet most employees call learning about personal finance ‘important’
Data Points
Larger Plans Offer Many Benefits
Companies midsized and up are likelier to offer NQDCs, HSAs and more
Data Points
Retirement Income Options
Larger plans are beginning to embrace products that guarantee income.
Data Points
Use of Managed Accounts
We look at whether the use of managed accounts paired with the oversight of an adviser results of better outcomes.
Data Points
Providing Participants With Access to Financial Education
Employees want help learning to make decisions about money
Data Points
Managed Accounts
Plans with managed accounts that work with an adviser have higher balances
Data Points
Most Plan Sponsors Offer Advice
But micro and small plans are more apt to rely on an adviser to deliver it.
Data Points
The TDF Beat Marches On
Net inflows into target-date funds are set to surpass the previous record.
Data Points
Retirement Plan Balances
Law firms and utilities have the highest average account balances
Data Points
TDF Assets Soar 176%
Between 2009 and 2014, TDF assets have risen from $251.9 billion to $747.5 billion