Gen X, Millennials Have Fears of Unknowns for Retirement
Retirees surveyed stressed to pre-retirees the importance of professional financial advice when planning for retirement.
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Millennials View Retirement as a New Chapter in Life
Many are looking forward to it with excitement.
Behavioral Finance Analysis Highlights Savings Commitment Issues
Americans may be increasingly eager to save according to some measures, but that doesn’t mean they’re excited about earmarking dollars for retirement, or that people are widely committed...
Participants Should Not Pay Off Student Loan Debt Early
HelloWallet found paying down student loans ahead of schedule leads to a lower net wealth at retirement.
Baby Boomers' Retirement Confidence Decreasing
However, those who work with an adviser are better off, a survey finds.
Financial Wellness Definition Must Consider Emotion
An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.”
Editor’s Letter
Qualitative and Quantitative
Judging the awards for the PLANADVISER and PLANSPONSOR Awards for Excellence, just like running or advising retirement plans, is an...
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
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2016 PLANSPONSOR Retirement Plan Advisers of the Year
We honor the 2016 PLANSPONSOR Retirement Plan Advisers of the Year, both winners and finalists
More Say Paying Bills Edges Out Retirement Savings
Retirement savings will generally become more difficult as income declines, but there are solutions to promote regular savings at all income levels.
Millennials Confident in Their Financial Skills
Despite economic hurdles, the majority thinks they will “make it” financially.
Employers Combatting Financial Stress with Education Programs
Financial education programs are the most successful when tailored to the unique concerns of the workforce.
Holistic Wellness Remains a Hot Topic Among Employers
From managing stress to improving resiliency, companies are finding new ways to assist with their employees’ financial challenges.
Strong Push for Self-Directed Investing
There is a strengthening push for more self-directed investing, especially among male investors labeling themselves as “anxious.”
Parents Using Retirement Savings for Non-Emergencies
In addition, a survey found, spoiling children is hurting parents' finances.
Northwestern Mutual Debunks Millennials’ Money Misconceptions
Even if they are earning little, they need to start saving for retirement early on in life.
Bankrate Measures Big Jump in Millennials' Savings
Millennials are saving more money than any other age group, with 62% stating they are saving more than 5% of their incomes, according to a Bankrate.com survey.
Beneficiary Designation Case Turns on Plan Documents
A federal district court has ruled for a second time on litigation arising from a dispute over verbal and written beneficiary designations.
Women Not Discussing Biggest Retirement Concern
Advisers can play a major role in helping women by providing a fact-based estimate of their long-term care costs and setting up plan to pay for those costs.
DC Plan Participant Trading Activity High in January
Even though trading was lighter in February, in both months DC plan participants favored fixed income investments.