Tag: Participants

Two market-research firms have found that more than half of defined contribution plan participants do not have a relationship with a financial adviser around the time of retirement.  

Millennials are by far the most confident about their ability to make the right benefit decisions, according to The Guardian Life Insurance Company of America.

The Hartford has launched an online educational resource to help consumers identify potential financial risks and better understand their benefits options. 

WealthTrace has released an online retirement planning application for financial advisers and individuals who want to create their own retirement plan. 

A survey of American workers found both men and women are concerned about saving enough for retirement; however, women are more concerned with monthly expenses. 

Among plan participants who took some type of savings action during Q3 2011, 72% took a positive action (started or increased contributions), Bank of America Merrill Lynch reported....

A national survey found that regardless of age or gender, a significant percentage of Americans are confused as to what is the best way to plan and manage...

TD Ameritrade’s annual New Year’s Resolution survey found 30% of respondents plan to start or build up their retirement savings in 2012.

SunTrust Banks, Inc. launched an enhanced version of PlanLink, its online access point for employees of SunTrust’s Institutional 401(k) clients. 

Starting to save early and working longer are more effective means for ensuring a secure retirement than earning a higher return on savings, says a new report from...

A 2011 third quarter survey by Financial Finesse finds U.S. employees are more aware that their financial future is in their own hands, with less help from government...

Social Security is the most significant source of income for Americans age 65 and older, and its importance has continued to grow, according to a report from the...

The Investment Company Institute (ICI) analyzed 401(k) participants' level of savings, withdrawal, and loan activity during the first half of 2011 and found it to be comparable to...

According to a report from HSBC, many Americans are unwilling to allot enough time to long-term financial planning, leaving them at risk for a fiscally challenging retirement.

PenChecks has introduced a debit card option for retirement plan distributions.

Allianz Life Insurance Company of North America has launched a three-part animated series to help investors better understand annuities.

A Transamerica survey found that despite the pessimistic retirement outlook among many American workers, more than one in five (21%) expect to retire before age 65. 

American workers ages 18-36 are more interested in having a guaranteed retirement income feature in their retirement plan than those 45 years of age and older, a recent...

Lockton Retirement Services is launching its Retirement Readiness Practice and proprietary suite of consulting services.  

“Measure of Millennials,” a study released by the iOMe Challenge organization, finds that Millennials (those ages 18-29) are finding it a challenge to save for retirement.