Tag: Participants

Only 37% are confident they are on the right retirement savings track.

Many want financial planning help through their employers.

But people give themselves a “C” when it comes to actually being prepared to retire.

More Millennials than Boomers think it should be a requirement.

CFP Board identifies this type of saver as confident about their retirement prospects.

The strategic partnership with Spectra Benefits and Miller & Wade Group aims to helping employees view the HSA more like a retirement account for their health. 

The new online resource is devoted to educating families on the importance of saving for college and the potential benefits of saving through a 529 plan account. 

Women are more worried about their finances and willing to work with advisers.

“It is essential for traditional financial advice providers to view digital advice delivery not as a force that will displace them, but instead as a way to deliver...

Presenting women with ideas rather than promoting products and considering gender-specific goals are among the key requirements to effective service. 

“Women face hurdles during their savings years and then face a second, equally difficult, set of challenges throughout retirement,” a new TIAA report warns. 

Account balance reallocation activity was little changed and contribution reallocation activity was slightly lower compared with the same time frame a year earlier, ICI found.

One-third saving for retirement expect the election results will negatively impact their nest eggs.

Broadridge looks at the new fiduciary rule’s “far-reaching implications for the retirement plan participant experience” and how to avoid pitfalls.

A new analysis from Lincoln Financial Group and Zeldis Research suggests few are aware of the wide range of solutions available to help address the potential financial impact...

Retirement plans can provide this relief to employees and certain members in disaster area localities affected by Hurricane Matthew and designated for individual assistance by the FEMA. 

Among mutual fund–owning households, more households headed by Millennials than Baby Boomer households held their funds only through employer-sponsored retirement plans, the Investment Company Institute found.

An Aon Hewitt survey finds that not only is student loan debt affecting workers’ retirement savings but it’s also becoming an emotional burden.