Tag: Participants

Charles Schwab has expanded content on its educational Web site for consumers.

Regular employer-sponsored retirement seminars motivate more employees to participate in and contribute to company 401(k) plans, according to a study published in Economic Inquiry.

In a Webinar today, Mellody Hobson, president of Ariel Investments, said 401(k) plan sponsors should pay attention to the savings differences among minorities.

About a week ago, Caterpillar agreed to a $16.5 million settlement of one of those allegedly excessive fee/revenue-sharing lawsuits.

Women can now estimate retirement income straight from their iPhones.

Pre-retirees and retirees want to pay more attention to their investments and retirement plan, and trust a financial professional to help, according to a survey by Prudential Financial.

Women feel less confident than men in their investment knowledge—but the financial crisis has motivated some to seek out more information, according to a Scottrade poll.

More than other age groups, Generation Y is increasingly interested in asking for guidance from a financial adviser, according to a MetLife survey.

A new study in three countries found that sending a simple text message can remind individuals to save.

Heavy equipment manufacturer Caterpillar Inc. has agreed to a $16.5 million settlement of an excessive fee lawsuit in federal court in Illinois.

Financial advisers might face challenges to help pre-retirees rebuild their savings, as most pre-retirees are not putting away more money or spending more time with their adviser.

Bank of America Merrill Lynch Retirement & Benefit Plan Services' quarterly report on plan and participant activities within its proprietary 401(k) business found 60% of participants started or...

Nearly half of workers leaving their job take a 401(k) cash distribution, a Hewitt study found.

The latest National Retirement Risk Index (NRRI) from the Center for Retirement Research at Boston College (CRR) showed a 7% drop in the share of households positioned to...

Despite the Wall Street turmoil and the economic downturn, the number of employees joining 401(k) plans serviced by Charles Schwab actually increased.

AXA Equitable Life Insurance Company recently launched a program to attract women consumers and financial professionals.

A new survey from J.P. Morgan finds 401(k) participants embrace the responsibility of controlling their retirement savings, but without confidence to succeed.

This year, fewer Americans ranked getting trusted financial advice of prime importance, according to a survey by Prudential Financial.

Standard Retirement Services has launched two new retirement savings campaigns designed to promote enrollment, increase contributions, and motivate ongoing asset allocation review.

Women are thinking twice about spending and many are dipping into their savings or investments, according to a survey by Citi.