Tag: Participants

Millennials are saving more to keep experiencing the lifestyle they want even if it means working for the rest of their lives. 

Plan sponsors can provide participants with a variety of tools to help them determine whether they are on the right track to retire on time.

Those who have received an inheritance have more positive feelings about retirement.

Fifty-six percent say their primary retirement savings goal is to not outlive savings.

Research of its clients by Fidelity finds that increased savings rates and positive stock market performance resulted in a record average 401(k) balance for Q1 2017.

Most participants are taking advantage of the combined benefits an HSA and 401(k) have to offer, but there is still a gap in knowledge of HSA basics among...

Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs. 

A new study finds that most Americans can’t pass a quiz on making their nest eggs last through retirement, and many lack knowledge of basic retirement planning concepts.

At a recent PLANADVISER focus group event, it was evident that small- and mid-market plan sponsors had little interest in “white labeling” investments—and their rationale might surprise you. 

With TDFs growing rapidly in the DC market, providers are exploring new ways to stand out from the crowd.

News headlines surrounding the recent U.S. elections and the future of the Affordable Care Act have left many investors unnerved, says Jim Jessee, with MFS.

Survey data from COUNTRY Financial shows a quarter of women have never sought financial advice from a professional, compared to 15% of men.

Keeping someone of retirement age on the payroll costs an additional $50,000 a year.

For loans that are not repaid by retirees, Social Security payments can be garnished.

Very few believe the economy has fully recovered, and many say their savings and salaries are lower than before the Great Recession.

Most are confident the economy will improve this year, but the majority would like more help with long-term financial planning.

The Lifetime Income Disclosure Act would require employer-sponsored plans to provide participants with statements detailing potential lifetime income from annuities.