Tag: Participants

“We’re encouraged by the results and are working hard to expand the program to more plan sponsors,” says Carlos Rojas, director of consumer and cultural engagement at Principal,...

The iRetire platform estimates annual retirement income and helps advisers guide their clients through different strategies that can close the income gap.

Forty-two percent of Gen Xers and Baby Boomers surveyed say they plan to mostly or entirely rely of Social Security.

New programs and education are designed to get participants more engaged with their retirement plans.

Women must save more than men to build an equivalent nest egg, NerdWallet finds.

“It definitely is a generation that was squeezed the most over the past 15 years,” says one expert, speaking of the challenges facing Generation X.  

More participants are placing a higher importance on income projections, Corporate Insight found.

“The rise of assets in target-date funds accounts for some of the light-trading in 401(k)s we saw in 2016,” explains Rob Austin at Aon Hewitt.

Eighty percent of this demographic group prefers to work for a company with a 401(k) plan.

Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers.

Each retirement plan participant demographic group faces unique challenges, and advisers can help plan sponsors target their needs.

Health savings accounts remained an increasing area of focus for readers of PLANADVISER during 2016. 

A new study highlights the idea of financial independence in retirement and suggests retirees should turn to family for financial support as they age.

An increased focus on employee retirement readiness and financial wellness is being supported by a proliferation of responsive website design.

An ICI analysis suggests the share of retirees with private-sector pension income nearly doubled between 1975 and 2015.

There were eight above-normal trading days in November alone, the highest since May 2015. 

The majority think they will be even better off financially in 2017.

Some types of employers simply aren't interested in DC retirement plans, while others have fully embraced them.

A variety of personal life factors might make it hard for some workers to save for retirement, but employers can utilize several promising tactics to drive up savings...