Tag: Participants

Research from The Hartford found lower income Americans are more worried about rising taxes than those with higher incomes, yet are not taking advantage of tax-saving solutions.

The U.S. Department of Labor is soliciting public comments that address the possibility of expanding or modifying current rules about electronic distribution of employee benefit plan information.

A study by the ING Retirement Research Institute found less than half of respondents (48%) indicated that they feel “in control” of their retirement plan investments.

A Financial Literacy Center research paper found that one in ten plan loans results in a default, and eight of ten workers who leave a job with a...

New findings from the Employee Benefit Research Institute (EBRI) suggest that lower-income workers are more likely to reduce their deferral rate if the tax break for contributions to...

When some of the country’s top retirement plan advisers gathered last week to discuss retirement income, Jim Brockelman, Managing Director at Putnam, pointed out that the entire topic...

About one-third of participants using Putnam Investments’ Lifetime Income Analysis Tool have made changes to their deferral rates. 

The Department of Labor’s Employee Benefits Security Administration (EBSA) is co-sponsoring a Webcast on April 12 to help women with retirement planning issues.

MassMutual's Retirement Services Division has introduced RetireSmart Ready; a tool to help participants calculate and implement saving rates and asset allocation strategies.

In the 9th Annual MetLife Study of Employee Benefits Trends, over 60% of Baby Boomers indicate they are behind in saving for retirement.

Employees have disparate preferences when it comes to benefits communications, indicating a need for a multi-faceted approach, MetLife found.

Every year about this time, we get reports from firms that purport to tell us how much time is spent in preparations for the NCAA basketball tournament—and,...

The composition of a company’s employees are more of an influence on whether an employer-sponsored plan is available than the size of the company, according to the Investment...

Total assets held in employer-sponsored retirement plans was $10.2 trillion at the end of 2010, up 11% from $9.3 trillion a year earlier, a Spectrem Group analysis indicates.

Putnam Investments announced plans to offer a suite of income-oriented funds that aim to help Boomers and retirees develop strategies based on their risk tolerance.  

The Employee Benefit Research Institute (EBRI) found men and women are equally likely to say they (and/or their spouse) have saved for retirement or are currently saving for...

Vanguard research shows that defined contribution (DC) savings for most participants continued to grow over three- and five-year periods, even during the turbulent years of 2008–2009.

 MFS Investment Management's Investing Sentiment Survey found several disconnects between what advisers think investors feel, and what investors are actually feeling. 

Last week brought to light an aspect of 401(k) litigation that doesn’t generally get a lot of coverage—and the participant-plaintiff was presented with a $50,000...

A survey from Capital One Bank found that more than one-third (37%) of Americans plan to spend all or part of this year’s refund.