Investor Confidence at 7-Year High
Retired and non-retired investors equally confident, a Wells Fargo/Gallup survey finds.
Data & Research
Personal Analysis Needed for Faculty Reluctant to Retire
Unconfirmed assumptions often appear to underlie a reluctance to retire.
Many TDFs Fall Short, AllianceBernstein Says
The funds need broader asset allocation and open architecture, according to the investment firm.
Millennials Better Savers Than Boomers
More younger savers have increased their retirement contribution in the past year.
Plan Sponsors Should Be Encouraged to Use Auto Features
A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.
Re-enrollments Remain a Poorly Leveraged Plan Booster
Only 7% of plan sponsors answering a J.P. Morgan survey have previously conducted a re-enrollment.
Ways Plan Sponsors Can Use Financial Wellness
Financial wellness may be retirement’s next frontier, with heightened focus and greater interest in bringing programs to the workplace.
Overcoming Plan Sponsor Inertia
It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.
Professor of Economics Proposes Retirement Reform
The proposals include universal retirement accounts and a change to the treatment of tax incentives.
Automatic IRAs Would Help with Retirement Crisis
Just how much they would help depends on several factors, EBRI finds.
GAO Finds Overactive Participant Trading Is Rare
Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.
MassMutual Finds Hispanic Workers Need Social Security Info
Hispanic workers polled by MassMutual revealed a concerning lack of knowledge about Social Security.
Addressing a Global Wave of Retirement Unreadiness
What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?
Job Seekers Want a Retirement Plan
Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.
Social Security Quiz Stumps Most Americans
Few understand their eligibility, a MassMutual survey finds.
Towers Watson Says Managed Accounts a Better QDIA
These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
No Surprise—Fees Remain a Top Topic
The retirement plan industry shows little sign of dropping its focus on fees and lowering the cost of investing.
Millennials Have Financial Priorities Ahead of Retirement Saving
Forty-five percent of “younger” respondents to a recent survey said they have student loan debt.
Public Policy, Individual Action
TIAA-CREF’s president and CEO on how to stop the retirement crisis before it starts.
Advisers Can Help Sponsors Tackle Plan Problems
Vanguard's annual study examines the rise of automatic plan features and sponsors' growing sense of responsibility for participant outcomes.