Tag: Participants

A recent study from Hearts & Wallets found that affluent investors, ages 40–60, are saving for financial freedom rather than a traditional retirement. 

Whether it was the debt crisis or the markets, participant transfers have perked up in recent days. 

Recent data from the Employee Benefit Research Institute (EBRI) shows many Baby Boomers are staying in the workforce past the traditional retirement age of 65.

Plan leakage can significantly reduce the probability that low-wage-earning participants will successfully be able to replace enough of their income in retirement, even after 31-40 years of plan...

A report from Financial Finesse argues that many employees are putting significantly more focus on retirement planning, having addressed their immediate financial concerns.

Still River Retirement Planning Software, Inc. has launched a simplified, free version of its RetirementWorks II financial software for retirees and near-retirees.

A Genworth survey has found that more women than men feel financial wellbeing is important to maintaining a balanced life.

Participants with retirement plan accounts through the Principal Financial Group will now be able to access their account information on the go with Principal Mobile.

A MetLife study found only 16% of Baby Boomers employed by small businesses said that they are on track to achieve or have already achieved a financially secure...

An analysis by Fidelity Investments found 401(k) participants with a health savings account (HSA) accrued more than twice as much in their 401(k)s as the average participant.

The First Command Financial Behaviors Index report illustrates that the continuing economic turmoil is becoming a way of life for middle-class consumers. 

A recent study from State Farm found that fewer than fifty percent of Americans have a financial back-up plan in place.

MetLife wrote a paper to help plan sponsors understand their new obligations regarding investment-related performance and fee information disclosures to participants of ERISA plans.

A recent University of Missouri study, sponsored by Prudential Financial, finds that Americans are more likely to retire after periods that may seem beneficial at first, but are...

One in 10 financial professionals said in a Principal Financial Group survey that their clients are easily able to visualize their financial dreams.

A recent study from The Hartford found increased participation among many Americans in 401(k)s and other defined contribution (DC) plans.  

Survey results from Fidelity Investments reveal more than half (55%) of current workplace savings plan participants say they would not be saving for retirement if they didn't have...

A new study sponsored found a significant shift in attitudes and actions regarding retirement in Americans since an initial study in 2001.

Shifting and uncertain retirement dates are becoming the norm in the American workforce, making it harder for employees to establish meaningful financial plans, recent MetLife research indicates.

The Employee Benefit Research Institute (EBRI) found that the proposed tax reform regarding 401(k)-type retirement plans from the National Commission on Fiscal Responsibility and Reform would hurt both...