Tag: Participants

Loans are on the decline, PSCA says.

The next most common resource is their financial adviser, a John Hancock survey finds.

Driven both by employer paternalism and pragmatism, financial wellness programs are rapidly expanding among U.S. companies, according to Aon Hewitt. 

A long-term financial plan must take into account financial bumps along the way.

Forty-five percent can meet these expenses, up from 38% two years ago, Fidelity says.

A large Vanguard survey of workplace retirement investors finds more than ever have a decent understanding of their investments—especially when it comes to TDFs. 

Mobile application development figured largely throughout the year.

There are actions plan advisers and their sponsor clients can take to help participants focus on budgeting and saving. 

Women plan participants and investors face special challenges.

Retirement plan advisers are beginning to consider financial literacy and wellness programs for plan participants.

The financial community agrees that saving for retirement trumps paying for a child’s college education, but nearly half of Americans disagree.

With a positive attitude and optimistic plans for financial health, investors also say finances will be unaffected by a new baby, caring for aging parents and rising interest...

The three types of investor persona can help retirement plans boost the knowledge and confidence of their workforce.

Hundreds of thousands of frequent flyer miles and dozens of client meetings across several continents will give a DC industry pro some interesting perspective on cross-border financial planning...

Workers experiencing health shocks are significantly more likely to retire early than others, research finds.

Nearly half of physicians believe they cannot afford to max out their workplace retirement savings plan.

Eighty-one percent would prefer a product with a guaranteed 4% return.

Only 1.8% stopped contributing to their defined contribution plan. 

An analysis from Fidelity explores the many long-term pitfalls and few short-term benefits of taking a loan from a DC retirement account.