Tag: Participants

According to the latest Financial Professional Outlook (FPO) from Russell Investments,investors and advisers are initiating conversations on distinctly different topics.  

A recent study by Financial Finesse found that women still fall far behind men in terms of financial knowledge and confidence, and are in danger of not meeting...

A recent study found that caregiving costs American workers $3 trillion in lost wages, pension, and social securities. 

The International Association of Business Communicators (IABC) Research Foundation and Buck Consultants recently studied workplace factors to determine which most influence employee engagement.   

Slightly more than half (53%) of employers feel responsible for providing financial vehicles, as well as education and advice, to help their employees have a secure retirement, according...

The National Registry for Unclaimed Retirement Benefits (NRURB) is designed to support fiduciaries and custodians holding retirement benefits that have been left in the plan, unclaimed by missing...

U.S. Senator Ben Cardin (D-Maryland), a member of the Senate Finance Committee, has written a letter urging the Social Security Administration (SSA) to continue the production and mailing...

MetLife is expanding its workplace financial and retirement educational programs with a series of workshops covering an array of financial topics, known as PlanSmart.

Boomers attempting to protect their children from financial stress may be putting their own retirement goals at risk. 

A recently published white paper from MetLife offers guidance for advisers about how to help clients transition from the accumulation phase to the drawdown phase in retirement.  

Research from SBR Consulting finds 41% of millennials (those born between 1980 and 2000) make saving for retirement a priority.

The ERISA Industry Committee (ERIC) believes that electronic disclosures will improve efficiencies at every step in a retirement plan, which it explained in a letter to the Department...

Living longer than expected is one of the most serious issues facing U.S. workers today, according to the Institutional Retirement Income Council (IRIC).

Withdrawals and other leakage issues should be less of a concern to retirement plan sponsors than other factors, according to a research analyst at Vanguard. 

Wells Fargo found significant differences between how today’s retired Americans are funding their retirements and how those yet to retire expect to do so.

An HSBC survey of 17,000 respondents worldwide found, on average, those who have financial plans based on financial advice have amassed over three-and-a-half times (357%) the retirement assets...

The SPARK Institute urged the Department of Labor (DoL) to issue new rules that permit widespread use of electronic media for required disclosures to retirement plan sponsors and...

Lincoln Financial says to reach a secure retirement, one should aim to save ten times his or her annual income. 

The majority of individual investors (58%) say they’ve lost faith in the stock market and nearly half are not likely to ever put more money into the market,...

Older investors are unhappy with the traditional advice and guidance model, in which one pays for advice on investment selection, but receives planning advice as a "free" bonus.