Tag: Participants

Milliman Inc. has rolled out PlanAhead, tools and targeted services for employee retirement planning.

When it comes to Baby Boomers and retirement preparedness, a little self-restraint and planning make a big impact on success.

Working with an adviser and performing key retirement planning activities improve pre-retirees’ outlooks, a study suggests.

Millennials are motivated to save for retirement and would plan ahead if they knew more about their employer retirement benefit options, a study found.

Americans admit they are guilty of some bad financial habits, with not saving topping the list.

Great-West Financial expanded its suite of retirement readiness products and services for plan sponsors and participants.

Curtailing the current tax treatment of retirement savings plan contributions will reduce employers’ willingness to sponsor plans and workers’ ability to save, a survey suggests.

Over the past two years, defined contribution (DC) plan sponsors have taken small but significant steps to help participants improve their retirement readiness.

Mutual of America introduced a mobile website to provide customers with access to their account information via their smartphones.

There is a long-term cost for employers for not helping employees prepare for retirement, said Matt Iverson, director of Boulevard R.

The proportion of all workers expecting to delay their retirement date is 44%, according to the 2012 Mercer Workplace Survey.

ING suggested six topics for advisers to address as part of a year-end plan review with plan sponsor clients.

Automatic enrollment works to drive participation, New York Life Retirement Plan Services found in recent research.

The number of offerings in MetLife’s PlanSmart financial education program, a workplace-based series of financial education and planning workshops, has been expanded.

Lincoln Trust Company introduced an online tool that helps 401(k) plan participants determine the true cost of their retirement plan.

A study suggests factors other than tax subsidies for employer-sponsored retirement plans have a greater effect on increasing savings.

The Newport Group released a mobile version of its plan participant website, plandestination.com.

Looking ahead to retirement, investors have several financial concerns.

As older workers increasingly delay retirement, companies may find themselves grappling with an aging work force.

A Cogent Research study provides insight into what DC plan participants want from their plans and plan providers.