Tag: Participants

Findings from a survey by TIAA-CREF suggest retirement plan participants may be overlooking important options that could benefit them.

Years of education, communication strategies and support haven’t done as much to move the needle on retirement plan participant retirement readiness as plan sponsors and advisers hope to...

Retirement plan sponsors wanting to step up participant communications should make sure their providers are in tune with the latest trends.

The Department of Labor still says its pending fiduciary rule proposal, though subject to change, will not prohibit common advisory compensation practices, such as commissions and revenue sharing.

Lofty statements, technical terms, and jargon that’s incomprehensible to the average retirement plan participant can leave advisory clients feeling confused and frustrated.

The number of senior workers delaying their retirement is at its lowest now than at any point in the post-recession period.

Implementing automatic enrollment without thinking through plan design can result in compliance and administrative issues.

The top financial concern among each generation is not having enough money in emergency savings, a new survey suggests, but for Generation X, not being able to retire...

New LIMRA Secure Retirement Institute research suggests a formal written plan can make a big difference in creating a secure retirement through the defined contribution system.

What can a small salary deferral increase do for retirement plan participants? Quite a lot, according to Fidelity’s projections.

Americans confess their greatest financial worry about retirement is high medical expenses, as revealed in a Bankrate.com survey.

The savings deficits that households are simulated to generate in retirement will be greater if Social Security becomes insolvent.

Two-thirds of Americans surveyed have seen their long-term life and retirement plans disrupted at one point or another, TD Ameritrade says in a new report.

A recent Judy Diamond Associates analysis finds the largest 1% of 401(k) retirement plans holds 71% of all 401(k) assets nationwide.

We’re all going to live a lot longer. What should retirement plan advisers tell their plan sponsor clients about preparing plan participants?

Fewer participants changed their defined contribution plan asset allocations in 2014 than in 2013.

About half of affluent investors with former workplace retirement plan assets could move that money into an individual retirement account (IRA) in 2015, says Cogent Reports.

A hardy banking industry, strong health care services and solid economic performance have kept Switzerland’s retirement system at the top of Natixis’ 2015 Global Retirement Index.

An Ameriprise study polling the first wave of Baby Boomer retirees finds health and emotional preparedness are keys to a successful start to retirement.