Financial Wellness Is the First Step to Retirement Security
Financial wellness programs are here to stay, and they are a big part of the employee benefits landscape of the...
Tag: retirement readiness
LT Trust Offers Data Visualization Technology
The aim of PartnerLens is to help advisers serve clients more effectively.
Pandemic Will Have Negative Impact on Retirement Savings in Years Ahead, Natixis Says
In releasing its 2020 Global Retirement Index, the investment manager outlines obstacles to retirement savings but says expanding coverage to more people and pairing that with automatic features...
Advisers Expect Retirement Plan Coverage to Expand Due to SECURE Act
Leading defined contribution (DC) consultants also expect participants will increase their savings rates.
People of Color Report Limited Retirement Investments
They also say they are not making headway on their retirement goals.
Employers Offer Broad Range of Jobs to Older Workers—But With Lower Pay
These opportunities also do not tend to offer benefits.
More Employees are Taking Coronavirus-Related Distributions
The move comes even as an American Consumer Credit Counseling (ACCC) report finds more workers are increasingly confident in their employment stability.
Having Both a 401(k) and an IRA Leads to Higher Retirement Savings
The ratio of the combined 401(k) and IRA balance to the average 401(k) plan balance was 2.48.
GAO Finds Women Anxious About Retirement Security
It reports one of the big issues is that women are overrepresented in low wage professions.
Ascensus Launches Mobile Retirement Savings App
The READYSAVE app will leverage behavioral prompts to drive better outcomes.
Edward Jones and Age Wave Examine New Retirement Concerns
Financial advisers have a large impact on how confident older workers are during retirement.
Employers Called on to Retain Older Workers
By one estimate, allowing people to work longer could boost GDP by 19%.
Simple Steps Toward Retirement Certainty in Uncertain Times
Many people don’t know as much as they should about retirement and investments. There is no time like the present to learn.
New Tool Helps Participants Project Retirement Readiness
John Hancock's retirement planner suggests steps that will help participants get on track if they’re behind or improve their general financial health if they’re retirement ready.
Data Mine—March 2020
With each edition of the PLANADVISER Data Mine, we dig for the most actionable findings in the latest retirement plan...
Divorce Can Derail Otherwise Solid Retirement Plans
Estate planners and attorneys see a growing trend of ‘gray divorce’ affecting couples in their pre-retirement years, though the challenges...
Data Mine—December 2019
With each edition of the PLANADVISER Data Mine, we dig for the most actionable findings in the latest retirement plan...
Data Mine—November 2019
The retirement plan industry is flush with data points and analyses. In this November 2019 edition of Data Mine, we...
Pension Income Still Dominates. That Will Soon Change.
The vast majority of today’s retirees still draw the lion’s share of their income from Social Security and pensions; however, in coming years the balance will very quickly...
Data Mine—October 2019
The retirement plan industry is flush with data points and analyses. In this October 2019 edition of Data Mine, we...