Tag: Participants

TIAA-CREF launched PlanFocus, a new website for retirement plan sponsors.

National broker/dealer Securities America has partnered with Medicare BackOffice to deliver licensed Medicare advice to individuals within the retirement planning context.

Ever heard of a QDRIA? You might, if income solutions become an integral part of defined contribution (DC) plans.

An optimistic view of U.S. retirement preparedness depends crucially on assumptions about behavior that may not reflect real world activity, researchers suggest.

Ownership of retirement accounts fell in 2013, but median and mean values of retirement accounts rose substantially, according to a Federal Reserve Bulletin.

Two-thirds (66%) of Generations X and Y have not calculated how much they need to save for retirement—and only 19% work with a financial adviser. 

An individual departing the workforce today will see out-of-pocket health care costs grow 7% annually throughout retirement, an analysis from J.P. Morgan Asset Management suggests.

Pentegra Retirement Services introduced the “Pentegra SmartPath,” a new brochure that details recommended progressive 401(k) plan design best practices.

Defined contribution plan sponsors may find it challenging to get employees to engage in retirement saving and planning, but there are ways to get employees’ attention.

Generation X workers face some formidable obstacles to achieving retirement readiness, according to Transamerica, but there is hope for the generation if aggressive action is taken.

Women are showing more engagement in retirement savings plans than men, according to an analysis by MassMutual Retirement Services.

A significant number of Americans find conversations about financial issues difficult, a survey finds.

Investment advisory and retirement plan consulting firm Compass Financial Partners LLC has teamed with Financial Finesse to bring enhanced financial wellness training capabilities to clients.

A new paper published by the Social Science Research Network recommends a single private defined contribution (DC) pension system that can cover all working Americans, with a single...

Workers in most developed economies are struggling to address the financial implications of increased longevity and a lack of guaranteed income in retirement.

Retirement plan participants who receive regular advice from a financial professional are more aggressive and engaged when it comes to pursuing individualized savings targets, a new study shows.

A court has dismissed a claim that a company violated federal law by not sending a Spanish-language retirement plan document to Hispanic participants.

Sponsors of terminated defined contribution (DC) plans can use new guidance from the Department of Labor (DOL) to satisfy the regulator’s expectations for finding and paying missing participants.

Thirty-six percent of Americans polled have not saved any money for retirement, according to a new Bankrate.com report.