Tag: Participants

Twenty-five percent of young women who responded to a recent Prudential survey felt they were “not in the right stage of life” to work with a professional financial...

The retirement landscape has changed, especially when it comes to market characteristics and how individuals want to live when they're retired.

U.S. companies reported a slight 3% drop in non-qualified deferred compensation plan participation rates from 2013 to 2014, according to the MullinTBG/PLANSPONSOR Executive Benefits Survey.

Procrastinators do not exhibit optimal retirement savings‐related financial behaviors, research finds, leading to worse preparedness by the retirement date.

The Principal’s retirement transition program aims to build confidence and provide resources to pre-retirees.

Northwestern Mutual says it will combine the capabilities of its adviser network with LearnVest’s digital advice delivery technology.

A new infographic presented by ShareBuilder 401k, which specializes in low-cost and exchange-traded fund (ETF) driven 401(k) plans, can help plan sponsors and advisers make the case for...

Research from the LIMRA Secure Retirement Institute suggests women could use a nudge to complete certain retirement planning activities.

Assets held in employer-sponsored retirement plans increased 11.5% to reach $11.3 trillion at the close of 2014, according to Spectrem's 2015 Market Insights Report.

Nearly 40 million working-age households, or about 45% of all working-age U.S. households, do not own any retirement account assets.

Automatic enrollment is touted as a must-use feature for defined contribution retirement plan sponsors to increase plan participation, but many plan sponsors cannot use this feature.

An updated Allianz LoveFamilyMoney Study finds women are discussing money more openly than in the past, but they still have unequal influence on family finances compared with men.

More than half of Millennials (63%) started saving for retirement before age 25, but less than one-third are saving enough, according to a survey.

Participants in defined contribution plans did little to rebalance their portfolios in February.

A recent Legg Mason survey finds affluent U.S. investors predict their average net retirement expenses could top $2.5 million without significant lifestyle changes.

Seven in 10 U.S. investors with more than $100,000 in accumulated assets said they are not confident or are unsure they will have enough saved to fund a...

An evaluation tool created by NARPP can be used to measure the impact of education programs and initiatives.

Holistic financial education can help different generations in the workforce address their unique vulnerabilities that can derail plans for retirement.

Retirement readiness is the loser when participants take distributions before retirement, says BMO Retirement Services in a white paper.

A report suggests employers that use automatic enrollment in their defined contribution retirement plans may be using deferral and match rates that offset the costs of higher participation.