Tag: Participants

Age Wave Co-Founder Maddy Dychtwald invites retirement plan sponsors and service providers to act as guides and leaders for the new retirement landscape.

About 42 million people are unaware they pay fees on their work place retirement plans, research says.

The Allianz “LoveFamilyMoney” study examines patterns among American workers who plan to retire early.

The Aegon Retirement Readiness Survey 2015 shows clearly that habitual savers are more prepared for retirement than peers saving only periodically—an effect which magnifies significantly over time.

Lack of an accessible roll-in process could be to blame for more cash-outs, a new survey finds.

Millennials are taking shape as a generation that cares about saving for retirement but is in desperate need of advice and education, a study finds.

A review of Northwestern Mutual’s 2015 Planning and Progress Study data shows Generation X has the poorest financial habits of all generations in the survey.

April was another light trading month for participants in defined contribution (DC) plans, the Aon Hewitt 401(k) Index reveals.

The Department of Labor (DOL) announced its Advisory Council on Employee Welfare and Pension Benefit Plans (also known as the ERISA Advisory Council) will hold a meeting May...

A report from Charles Schwab finds working-age Americans are warming to financial advice that is delivered through a combination of personal interaction and technology tools.

An even simpler enrollment process helped drive up retirement plan participation rates and positive participant behaviors, according to Bank of America Merrill Lynch.

An analysis finds repeated use of financial wellness resources improves retirement savings behaviors.

Many Baby Boomers and members of Generation X feel the traditional notion of retirement is out of reach, according to a study from Allianz Life.

Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.

Advisers to retirement plan sponsors should regularly help their clients update communications strategies to keep up with participants’ needs and advancing technology.

A recent National Bureau for Economic Research study offers some telling stats about the challenges of retirement: Even wealthy NFL players struggle to create a reliable plan for...

Advisers can work with Boomers on plans to protect the surviving spouse