Tag: Participants

One of my fondest memories as a kid, and I remember it like it was yesterday, is lying next to my brother in the back of my dad’s...

A new Ameriprise survey suggests Americans nearing retirement are deeply concerned over projected health care costs, but few are taking financial actions in response.

The MFEA Star Awards program announced the first winners of the STAR Retirement Awards—a new awards category covering the retirement plan services marketplace.

Three in five U.S. households say retirement planning, including the determination of how much to save for retirement, is more difficult in 2014 than in the past.

The results of Fidelity’s “Millennial Money Study” show one in four Millennials trust no one when it comes to financial advice.

Move over, retirement, younger adults ages 18 to 34 have other financial concerns to save for, according to a survey from the nonprofit Consumer Federation of America.

There is considerable variation in the challenges workers face in preparing for retirement, according to the Bipartisan Policy Center (BPC), making effective employer-provided support difficult.

Maximizing growth is the number one priority Baby Boomers have for their retirement assets, according to the MFS Investing Sentiment Insights Survey.

Workers in Generation Y want advice on budgeting, saving and how to manage student loan debt, says TIAA-CREF, but they aren’t necessarily eager for professional advice.

Retirement investors are, for the most part, willing to sacrifice some overall returns to secure more predictable portfolio outcomes, according to Natixis Global Asset Management.

Some subsets of Millennial investors are just as likely as their parents to seek professional financial advice, according to new research from Phoenix Marketing International.

The U.S. retirement plan landscape has moved from a defined benefit (DB) to a defined contribution (DC) approach, and now it is moving to an “undefined” contribution system, one Treasury...

Research from financial analytics firm Cerulli Associates shows more than a quarter of 401(k) participants look to their plan’s recordkeeper as their primary source of retirement advice.

For industry executives on one panel at the 2014 PLANADVISER National Conference, retirement plan sponsor and participant education is a three-part effort.

Retirement specialist advisers used to sell the idea of getting participants engaged, getting them to allocate their savings appropriately—but today advisers must take a different approach.

Plan advisers have a great deal more work to do on ensuring participant retirement readiness.

Financial services providers are failing to connect with the Millennial generation, according to new study by BNY Mellon and the University of Oxford.

Respondents to a survey identified health as the most important factor for a happy retirement, and health care costs as their biggest concern, highlighting the need to consider...

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.