The New Vesting Schedule Debate
Equitable Financial Settles SEC Charges for $50M
The market regulator says the firm provided misleading account statements to investors.
Americans’ Retirement Expectations Remain Fluid
Survey results from WTW show the pandemic has changed the way different age groups set retirement expectations.
A Capitol Hill Update With SSGA’s Melissa Kahn
The Role of the 401(k) in Today’s Tight Labor Market
Designing a retirement plan that meets the needs of the business—and today’s employees—requires a fresh outlook.
What Exactly Is Driving the Great Resignation?
Panelists at EBRI’s Spring Policy Forum discussed how various demographic groups tend to reenter the labor force, how workers are supporting themselves if they choose not to return and various other factors impacting labor force participation in 2022.
The State of Social Security: Mixed Perspectives
Senators Call for GAO Review of Spousal Protections in DC Plans
A bipartisan pair of U.S. senators are calling on the oversight agency to examine the need for stronger spousal protections in defined contribution retirement plans.
Retirement Savers Show Confidence in Current 401(k) Model
A recent ICI survey found that a majority of Americans dislike the idea of government-controlled investment options and are confident in their ability to make their own asset management decisions.
Sounding the Alarm on Gender Inequality in Retirement
A recent U.S. House Education and Labor Committee hearing covered several retirement-related topics, including how to increase pay and benefit equity for women in the workforce.
Latest Guide to Retirement Underscores Changing Landscape
J.P. Morgan says retiree income replacement needs have risen across the income spectrum and now range from 72% to 98%, depending on factors such as pre-retirement income level and location.
Virtual Adviser Meetings: Here To Stay or Soon To Go?
The Full View
A Financial Wellness Case Study
How Auto-Portability Can Address the Wealth Gap
Research shows workers who cash out their retirement plan savings could lose roughly 1.5 years of accumulated wages, but auto-portability seeks to make it easier to prevent this.
Advisers Can Shine While Supporting Stock Plan Investors
Stock plans are seen as a valuable benefit that demonstrates employers’ commitment to employees, according to a new survey, but participants want more guidance and advice.
Why Edward Jones Is Funding Alzheimer’s Research
Lincoln Financial Revamps Participant Website
The firm says the digital tools embedded on the website are designed to encourage participants to engage more with their accounts.
How Consumption Changes as Retirement Progresses
The traditional view is that retirees prefer steady consumption as they age, but research suggests that spending declines as retirement progresses.
Plan Sponsor of the Year Nominations Close Monday!
The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.