Tag: Participants

Providing financial support for family members is throwing a wrench in some Americans' plans for retirement.

LPL Financial LLC has launched its new Worksite Financial Solutions website to help employees gain confidence in their financial future.

Thirty-six percent of Americans currently contributing to an employer-sponsored retirement plan have never increased the percentage of salary they defer into retirement accounts.

Automatic enrollment and deferral escalation features are quickly becoming the top tools for advancing retirement plan participant savings under the defined contribution paradigm, according to Cerulli Associates.

A recent Federal Reserve report suggests many U.S. households are faring well on short-term finances, but sizable fractions of the population are failing to prepare adequately for retirement.

Retirement plan participants find they can take it with them, as smartphone use overtakes usage of PCs and Macs, according to a study by Spectrem’s Millionaire Corner.

Financial stress is a significant part of the overall stress that plan participants feel, a survey says, but plan sponsors and advisers can take steps to ease their...

The Wells Fargo/Gallup Investor and Retirement Optimism Index slipped eight points in the second quarter to reach +29, driven by increased pessimism among retirees.

Unprepared Baby Boomers face a bleak decision as they enter their mid-60s—work beyond the traditional retirement age or risk running out of money down the line.

Many single parents prioritize saving for their children’s college costs over saving for their own retirement, according to an Allianz study.

The complexity of Social Security benefit formulas and insecurity about the program’s solvency make it difficult for individuals to factor it into their retirement income planning.

Retirement plan sponsors should recognize that different age groups have different financial priorities and investment outlooks, according to Cogent Reports, a division of Market Strategies International.

Just 43% of retirement plan participants over age 50 have considered a formal withdrawal strategy for accumulated assets, according to an OneAmerica survey.

Many recent retirees with 401(k) accounts or rollover IRAs are doing well financially and emotionally, according to a survey analyzing retirement spending.

A lack of information and consistent standards makes it difficult for 401(k) plan sponsors to gauge whether managed account services truly benefit participants, says a new report.

Despite an extended period of relatively calm markets, advisers say the top investor-initiated conversation remains on the topic of market volatility, according to a survey from Russell Investments.

Financial worries are keeping people up at night, according to a Harris Poll.

The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.

Defined contribution (DC) plan participants on both sides of the Atlantic are worried about retirement, according to research from State Street Global Advisors (SSgA).