Tag: Participants

Seventy-nine percent of respondents to a Charles Schwab poll cite charitable giving as a priority, outranking a surprising number of other priorities.

The DC Plan Investment Council is advocating that advice to participants by a plan adviser at the time of a distributable event should not be a prohibited transaction.

Defined contribution plans using automatic enrollment increased plan participation rates by nearly 30%, according to a study, but the contribution rate at enrollment is too low.

Transamerica Retirement Services unveiled a mobile application that it says allows employees to enroll in a retirement plan in as little as three minutes.

The International Foundation of Employee Benefit Plans (IFEBP) is celebrating National Employee Benefits Day with a special Web site for the occasion.

LIMRA’s 401(k) Scorecard for Q4 2010 shows sales had both positive and negative results.

There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with the American people. 

Securian Financial Group has added its voice to the chorus of others urging employees to channel their Social Security tax savings received this year into their retirement plan...

Merrill Lynch hosted a Webcast this week called, “It’s Your Future: What Young Americans Need to Know About Retirement,” hosted by former ABC News anchor, Charles Gibson.  

Broadridge Financial Solutions Inc. announced that Mobile ProxyVote.com is live and compatible with mobile devices.

Merrill Lynch has developed mobile applications for the iPhone, iPad, and BlackBerry devices, for clients of Merrill Lynch Wealth Management and Merrill Edge. 

Perhaps it’s because they’re less likely to have a mortgage or other financial burdens, but Gen Y defines “financial success” as putting money aside for long-term goals, whereas...

An AARP survey of African Americans in New York, age 50 and older, found that 49% will delay retirement if the economy does not improve.

While nearly half (48%) of workers are aware of the amount of money they need to set aside to comfortably retire, less than a third (30%) believe they...

Confidence in investment decisions among women is much lower than men and the gap is widening, a MassMutual poll of retirement plan participants found. 

Wells Fargo and Gallup have released their Investor and Retirement Optimism Index, which shows retired Americans are twice as optimistic as the non-retired.

The Center for Retirement Research at Boston College found that customized advice for pre-retirees can help them take smarter actions.

Seventy-two percent of pre-retirees and 55% of retirees are calculating the effects of inflation on their retirement planning, according to the Society of Actuaries (SOA).

An Aviva survey found more than half of Americans expect to work past their expected retirement age; giving the U.S. the highest percentage out of ten countries surveyed. 

Participants who have completed The Principal's interactive tool save an average of 39% more for retirement than those who have not used the tool, according to the firm.