Tag: Participants

When asked to categorize a list of personal and financial concerns, 64% of survey respondents said “needing to save for retirement” is “highly important,” though eight other choices...

Mercer has launched “RetireTALK,” an online retirement planning and education platform for participants in its 401(k) retirement plans.

Despite improved finances overall, research from Financial Finesse shows only 15% of employees are confident they are on track to meet retirement goals.

A free 401(k) fee calculator on AARP’s Web site aims to help investors better understand 401(k) fees and their potential impact on retirement savings.

More than seven in ten 401(k) plan participants said they do not pay fees to plan providers in a recent AARP survey.

Transamerica surveyed benefits directors and found that many believe their organizations do not do enough to help employees make critical decisions at the point of retirement.

The ability to participate in a defined contribution (DC) retirement plan at work is imperative for having enough money to afford basic expenses and cover uninsured medical care...

Meeting day-to-day expenses is more of a concern for U.S. employees than funding retirement, according to PricewaterhouseCoopers (PwC).

The Principal Financial Group launched a financial education campaign designed to “help people put their financial pictures into clear focus and help make their dreams reality.”

It should come as no surprise that the vast majority of plan sponsors who have adopted automatic enrollment have chosen to default that initial deferral at 3%...

Defined contribution (DC) plan participants pay the most attention to their current balance (42%), rather than other plan elements.

Never being able to afford retirement is the nation’s most common financial concern for the second year in a row, according to a survey from the American Institute...

Nearly 83% of sponsors in a recent survey said participants are at least satisfied with retirement planning tools available to them; however, 79% also said participants do not...

An MFS survey found 59% of non-retired Boomers agree with the statement, "I'm more concerned than ever about being able to retire when I thought I would."

Prudential released findings from a research study, “The African American Financial Experience,” and the results show a demographic largely mistrusting of the financial services industry, with a growing middle...

The Insured Retirement Institute (IRI) found nine of 10 Boomers who own insured retirement products have a higher confidence in their overall retirement expectations than those who do...

The Social Security Statement received annually by workers increases the probability that they will be able to estimate their benefit more accurately by 4.5 percentage points, according to...

This year, fewer workers plan to use their tax refunds to pay off bills and more plan to put the money into savings than last year.

The Principal Financial Group has expanded its menu of educational guides for advisers to use with clients nearing retirement.  

401k Widgets' product line has been expanded to include a glossary, checklist, and FAQs.