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ESOPs Can Boost Company Performance and Participant Savings
For the third year in a row, respondent companies to the ESOP Association's annual survey saw profits rise more than revenue, and a more than half of companies...
Advisers Delay Acting on SEC’s Best Interest Proposals
Forty percent are waiting for further clarification, Fidelity learned in a survey.
Institutional Investors Intensify Embrace of ESG Investing
Continuing a trend that began in 2012, ESG criteria related to climate change and carbon emissions remained the most important environmental issue for institutions surveyed by U.S. SIF.
Pre-retirees Say Social Security and Pensions Will Not Fund Retirement
Instead, workers will source funding from their 401(k), IRA or other savings vehicles.
Harmonizing Retirement Benefits and Corporate Strategy
Great retirement plans can be found in all industries and geographies, says Mel Hooker at Wells Fargo; what unites them is a sense of purpose and an ability...
Vanguard Provides Checklist for Evaluating TDFs
The checklist is included in a guide that offers questions to ask and items to consider.
A Retirement Plan’s Default Investment Is Not for Every Employee
The retirement plan sponsor’s choice of a default investment should not reflect the full distribution of employee investor types, but rather those who would select it, a research...
Workers in AB Retirement Confidence Survey Cite Desire for Income
Nearly half of workers feel confident about their retirement prospects, an AllianceBernstein survey found.
Individuals Have Concerns About a Lengthy Retirement
A survey of more than 500 Americans age 55 and older finds the top concern about a lengthy retirement is health care costs and the most significant investment...
Study Identifies Retirement Planning Advice Gaps Advisers and Financial Firms Can Address
"Choosing appropriate investments” is a top pain point for all individuals no matter their place in the retirement planning spectrum, Hearts & Wallets found.
Another Survey Finds Saving for Retirement Is Employees’ Top Financial Concern
Monthly expenses are their second concern, The Standard found in a survey.
DOL Provides Relief for Plans Impacted By Recent Hurricanes
The Department of Labor has published employee benefit plan compliance guidance and relief for victims of Hurricanes Florence and Michael, recognizing that plan fiduciaries and employers may encounter...
How to Interpret Participant ‘Stress’ About Retirement
In conversation with PLANADVISER, Lincoln Financial Group’s leader of retirement plan services explains why more Americans today cite “retirement” as their No. 1 financial stressor; in some ways,...
Young Women More Financially Driven Than Young Men
They are driven to reach financial independence but fall behind when it comes to saving and investing, Schwab found in a survey.
Retirement Industry People Moves
ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; Callan Adds Team Member to Capital Markets Group; and more.
EBRI Reports Increased Savings Needed for Health Expenses in Retirement
At the extreme, EBRI estimates, out-of-pocket costs could reach $399,000 or more.
2019 PLANSPONSOR / PLANADVISER Excellence in Retirement Awards Dinner
March 28, 2019 Chelsea Piers, Pier 60
ICI Recommends SEC Create Summary Shareholder Report
A test of the summary report found more than 90% of mutual fund investors agreed it was enough to help them stay informed and was a document they...
Investment Product and Service Launches
Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.
Americans in LIMRA Survey Prefer Lifetime Income Over Lump Sums
More than half say they would prefer guaranteed income of $660 a month over a $120,000 lump sum, LIMRA SRI found in a survey.