Editor’s Letter
Symbiosis
A look at the connection between the PLANSPONSOR Plan Sponsor of the Year finalists and winners, the PLANADVISER Top 100...
Tag: retirement readiness
Cover Story
2018 PLANSPONSOR Retirement Plan Adviser of the Year
Celebrating a commitment to driving excellent retirement plan design and outcomes
Americans Unsure How Long Recovery From Stock Market Volatility Would Take
A survey also revealed that among those Americans with access to using retirement savings vehicles, only 46% say they are contributing as much as they would like.
Many Americans Would Forego Social Security Payments for Student Loan Debt Forgiveness
The Student Security Act of 2017 would grant $550 in student loan forgiveness for each month a student debtor was willing to raise his or her full retirement...
Millennials Doubt Happy Retirement Will Exist
The majority believe they will have to work much longer than previous generations, Prudential learned in a survey
Latinas Have Desire for Retirement Savings Education and Opportunities
Latino women admitted that they did not know enough about retirement planning and wanted to learn more, a study found.
Participants Need More Than Savings Plan for Retirement Success
Workers surveyed said help with student loan debt and more financial education would help them achieve their financial goals.
Sponsors Making Deliberate Enhancements to Retirement Plans
Concerned that workers are not saving enough, employers are hoping to improve their financial security, Willis Towers Watson found in a survey.
Americans to Use Tax Reform Pay Bump for Financial Wellness
A survey of 1,000 Americans found 35.7% of respondents are going to use the money to pay down debt faster, 12.8% are going to use the money to...
Factors Can Derail Plans to Retire Later
While Prudential found pre-retirees seem well-aware of risk factors that could force them to retire earlier, study results show they could benefit from a financial plan.
Transamerica Creates Physical and Financial Wellbeing Initiative
The platform highlights the importance of integrating both physical health and financial wellness in a worker's lifestyle.
Nearly One in Seven Small Business Owners Not Confident About Retirement
Only 20% said they were very confident they will have enough money to retire comfortably, Paychex found in a survey.
LGBT Workers Less Likely to Be Saving on a Regular Basis
However, an analysis among people in nine nations found U.S. LGBT workers rank the highest on the Aegon Retirement Readiness Index.
Assessing the Retirement Readiness of Each Employee
It starts by determining each individual’s needs.
Pre-Retirees and Retirees Express Concerns Over Retirement Readiness
Most are not currently consulting with a financial professional, but retirees report a moderate amount of interest and pre-retirees a high amount of interest in receiving support and...
Some Millennial Retirement Expectations Unrealistic
One-third say they plan to save $200,000 or less to be comfortable in retirement; they only expect to live to age 81; and very few feel they will...
Debt Causing Financial Vulnerability for Pre-Retirees
Researchers suggest debt management should be a factor in retirement security policy.
Fewer at Risk for Having Inadequate Income in Retirement
The Center for Retirement Research (CRR) at Boston College's study finds half of Americans are at risk of having insufficient income to maintain their pre-retirement standard of living.
Measuring Retirement Readiness Key to Clients’ Workforce Management
Waiting until a plan sponsor sees that employees are not retiring on time is too late to manage the pipeline of talent, and having employees unexpectedly retire early...
MassMutual Offers RetireSMART Ready App
The app generates a personal projection of monthly income in dollars or, if preferred, shows the progress towards a stated financial wellness goal in retirement as a percentage...