Tag: Participants

An Aon Hewitt survey reveals that just 38% of employers are confident that workers are taking accountability for their financial future, down from 43% in 2010.

The "mass affluent," Americans between ages 35-54 years old with $50,000-$250,000 of investable assets, show a noteworthy lack of confidence in financial well-being.

An Employee Benefit Research Institute (EBRI) study finds some Americans who were on track for a comfortable retirement are now at risk of running short because of the...

The first wave of Boomers, those born between 1946 and 1955, are entering retirement with 12% fewer assets than they had four years ago.

Somewhere over the course of your academic or professional career, I’m sure you’ve been exposed to any number of group exercises.  

Research from Hearts & Wallets finds retirees struggling to understand how they should use money from various sources in retirement. 

Older investors’ trust in financial services institutions and advisers appears to have dropped to a new low, according to research from Hearts & Wallets.

A recent Charles Schwab survey indicates that men seek financial help less often than women, and also report making more financial mistakes.

A BNY Mellon/Finadium study found many retirement plan sponsors are reducing the benefits they offer or looking to rebalance funding between employers and employees.

The Internal Revenue Service’s “Saver’s Credit” is available to low-to-middle income workers who are saving for retirement, yet very few workers who may be eligible know it exists.

Ninety-four percent of Americans are hoping to manage their money better this year, according to an ING survey. This is slightly higher than the global average; 89% of...

In retirement plans that offer Vanguard Financial Planning Services, participants nearing retirement now have free access to a Vanguard Certified Financial Planner.

Seventy-one percent of those participating in a recent poll believe Baby Boomers should be encouraged to work past normal retirement age.

The National Council on Aging (NCOA) has created the site for people turning 65 years old who want more information about benefits for which they are now eligible.

A federal judge has given final approval to an $8.5 million settlement of a long-running stop drop lawsuit.

Workers recently polled by AXA Equitable Life Insurance say they anticipate retiring at 61–four years later than in previous generations.

A new Deloitte survey underscores the extent to which sponsors are increasingly aware of their responsibilities to helping participants save for retirement.

A few years back—when my kids still believed in the reality of Santa Claus—we discovered an ingenious Web site that purported to offer a real-time...

The Fidelity poll found that of those who named saving more for a long-term goal as a top resolution, 53% said they will save more for retirement in...

People who spend time with a financial professional report saving two to three times more than their peers who do not, according to a study from the ING Retirement Research...