Tag: Participants

Americans are often passive about financial education and financial literacy, which can negatively impact their chances for living a comfortable retirement, a new study finds.

Defined contribution (DC) plans are increasingly adopting practices similar to defined benefit (DB) plans to improve participant outcomes, including automatic enrollment and “do-it-for-me” investments.

Retirement plan services provider Boulevard R unveiled a new tool within its Retiremap financial wellness program that allows employers to calculate the return on investment (ROI) of financial...

Results from the Charles Schwab Money Myths survey show a prevailing sense of overconfidence and unfounded optimism among U.S. workers planning for finances after age 50.

OneAmerica has launched its OneSolution platform, a collection of tools and services for employers to better manage their retirement plans and increase plan participation.

Sixty-eight percent of employers offer some kind of financial education for employees, a survey found.

Men have slight edge over women when it comes to saving at the recommended 10% rate, according to research from Wells Fargo, but people still fall short of...

A new online personal financial planning and budgeting tool from ING U.S. enables users to organize, integrate and manage all their money matters on a single platform.

Participants might respond better to education if it’s more like a game, says Chris Whitlow of edu(k)ate, an app developer that delivers gameified financial literacy.

While U.S. workers are more satisfied with their financial situation now compared with five years ago, their retirement confidence still remains below levels prior to the financial crisis.

Aggregated qualified retirement plan audit data from the Department of Labor (DOL) shows that, of the 3,677 investigations closed in 2013, violations were found nearly 73% of the...

While most Americans understand the importance of saving for retirement, they have trouble making it a priority.

Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.

In a reversal of the past four months, participants of defined contribution (DC) retirement plans favored fixed-income investments in February, according to Aon Hewitt’s 401(k) Index.

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...

A new analysis from the LIMRA Secure Retirement Institute shows many older workers have balances left in old employers’ retirement plans that may not be receiving adequate attention.

The Department of Labor (DOL) has obtained authorization to appoint a new fiduciary for the retirement plan of a Syracuse, New York, construction firm.

The White House proposed budget for 2015, slated for release March 4, again wants to cap the amount of tax-deferred retirement contributions.

The investment options are unfamiliar to a third of plan participants and the wide variety of choices is confusing, which can mean an opportunity for education and advice.