Tag: Participants

Fidelity's final quarterly retirement snapshot for 2014 shows the average 401(k) balance continues to push record levels.

Participants are increasing their defined contribution plan salary deferral rates faster than ever before, according to a study by Market Strategies International.

For Millennials, foresight is 20/20.

Just 0.022% of total defined contribution (DC) plan assets traded in December 2014, with a slight majority of days (55%) favoring equities over fixed-income assets, Aon Hewitt data...

Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.

Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income.

Staff reductions over several years must be related to be considered together when deciding if a partial pension plan termination occurred.

The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of participants, sponsors and other stakeholders.

After remaining level for the previous year, investors expressed rosier outlooks in the fourth quarter, according to a survey by John Hancock Financial.

The new PBGC Participant and Plan Sponsor Advocate has released her first annual report of issues.

Plan sponsors should look at Generation X as a segment distinct from Baby Boomers or Millennials, says Weber Shandwick in its new study.

Recent reports have claimed health savings accounts (HSAs) can be a useful additional tool for retirement saving. But, how feasible is it that employees can accumulate savings in...

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.

A new study from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute finds 401(k) plan design changes have led to substantial popularity for balanced funds,...

Many clients will fire an adviser that doesn’t return phone calls same day, according to research from Spectrem Group, but that’s far from the only client concern.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all retirement savings actions.

An annual Fidelity survey shows just 31% of Americans are considering a financial resolution to mark the New Year, despite the positive impact such resolutions can have.

Many retirees find the retirement life brings more satisfaction and less worry than they anticipated, MassMutual says in a survey report.

Addressing some commonly overlooked factors can improve preparations for retirement.

Lower investable assets and higher health care costs are delaying retirement for the 94% of working middle-income Baby Boomers with plans to retire one day.