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403(b)s Embrace ‘Auto’ Features
More than two in 10 not-for-profits now automatically enroll participants
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Singles Behind in Retirement Savings
Forty-four percent of single people are saving for retirement, compared to 63% of married people
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State Street Calls for New Policies
The firm suggests deferring Social Security payments
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Are Sponsors Satisfied? Yes … And No
Most are pleased with their adviser, yet many are shopping around
T. Rowe Price Adds DoubleNet Pay to Financial Wellness Program
The firm says the tool allows individuals to take control of their competing financial priorities by automating their spending and saving for short- and long-term goals.
More People Turning to Financial Professionals for Investment Advice
In addition, the use of online sources of information and advice is growing.
Home Offices Must Get More Active In Staff Succession Plans
Troubling, many of the companies that say they have formal succession planning programs in place in truth dedicate very few hard-dollar resources, if any, to help.
Half Say They Would Save Less If Retirement Tax Incentives Were Reduced
Forty-six percent say they would “save less” or “stop saving” in their 401(k) if the tax deferred status of their plan was taken away, according to the Wells...
Data Points
Employers Neglect Financial Ed
Yet most employees call learning about personal finance ‘important’
Editor’s Letter
The Simplest Fix
My daughters have been receiving an allowance since they were each around 4 years old. It gets divided three ways: spend, save and give. Spend and save are...
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Education vs. Advice
Part of the reason the qualified default investment alternative regulation—found in the Pension Protection Act of 2006 (PPA)—was viewed as so helpful to participants was because they often...
Sponsored by One America
Finding Opportunity
Kevin Kidwell, vice president, national tax-exempt sales Retirement Services, OneAmerica®
Sponsored by One America
Sponsored by Fidelity
Movers & Shakers: Ruthann Pritchard
Institutional Portfolio Manager, Fidelity Investments
Sponsored by Fidelity
Sponsored by AXA
Capitalizing on growing and evolving small to mid-market 401(k) plans
Large market retirement savings plans may seem like an obvious target for investment advisors. However, there is great opportunity in small and mid-market defined contribution (DC) plans, where...
Sponsored by AXA