Virtual Adviser Meetings: Here To Stay or Soon To Go?
Advisers review the main pros and cons of digital meetings and discuss whether or not they will become a permanent...
Tag: Participants
Improving Outcomes | Plan Aggregation
The Full View
The merits of pulling in participants’ external financial information.
A Financial Wellness Case Study
The California-based cold-pressed juice brand Pressed Juicery has embraced a progressive financial wellness program that can help employees address the...
How Auto-Portability Can Address the Wealth Gap
Research shows workers who cash out their retirement plan savings could lose roughly 1.5 years of accumulated wages, but auto-portability...
Advisers Can Shine While Supporting Stock Plan Investors
Stock plans are seen as a valuable benefit that demonstrates employers’ commitment to employees, according to a new survey, but participants want more guidance and advice.
Why Edward Jones Is Funding Alzheimer’s Research
The simple fact of the matter is that debilitating neurological diseases such as Alzheimer’s present a major financial and physical...
Lincoln Financial Revamps Participant Website
The firm says the digital tools embedded on the website are designed to encourage participants to engage more with their accounts.
How Consumption Changes as Retirement Progresses
The traditional view is that retirees prefer steady consumption as they age, but research suggests that spending declines as retirement progresses.
Plan Sponsor of the Year Nominations Close Monday!
The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.
The 2022 Retirement Landscape Takes Shape
The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions...
Balancing Employee Retention and Recruiting During the Labor Crunch
Many companies are focused on attracting talent to prepare for the post-COVID-19 economy, but there is also an urgency to address the needs of their older workers and...
Competition for Talent Likely to Increase in 2022
As many as one in three workers say they are set to retire or considering leaving their current role in the next 18 months, according to a new...
New Benartzi Paper Dissects Narrow Framing Phenomenon
Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could...
Many Participants Are Leaving Money on the Table
Despite significant progress made in recent years, research suggests millions of working Americans are missing out on the full retirement...
Protecting Elderly Clients From Financial Abuse
Sources offer lessons learned from thousands of potential elder abuse investigations, highlighting red flags and revealing the harm that can...
Trends
Participant Misperceptions
Distinguishing myth from reality can be hard when it comes to DC plans.
Advocates Applaud New Elder Justice Bill
The Elder Justice Reauthorization and Modernization Act of 2021 dedicates funding to programs to address vulnerable seniors’ needs, and its advocates say the financial services industry has a...
Will Gen Z Be the First True DC Plan Generation?
While Millennials have had access to defined contribution plans for their full working careers, survey data suggests Generation Z started saving in earnest much earlier, in part because...
More Savings, More Debt, More Questions
New survey data from the Transamerica Institute and the Transamerica Center for Retirement Studies underscores the contradictory impacts the coronavirus pandemic has had on Americans’ financial health.