Tag: Participants

Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted...

The Principal Financial Group created the “Savings-to-Employment Income Ratio” to help investors estimate the health of their retirement savings; a white paper was written to complement the tool. ...

As defined contribution (DC) plans have much more inherent risk than defined benefit plans, participants, sponsors, and advisers need to take a more hands-on and active approach to...

Women feel more overwhelmed, less confident and less in control than men when it comes to financial planning and retirement, a survey by the Penn Mutual Life Insurance Company...

New findings from MetLife’s 8th Annual Employee Benefits Trends Study show members of the working sandwich generation - those who are holding down a full-time job while raising...

Younger boomers still have time to recover from the 2008 economic downturn, but worry about control and stability in retirement more than older boomers.

The Hartford Financial Services Group, Inc. launched a new educational program to encourage participation in defined contribution retirement plans, in recognition of national Save for Retirement Week

Last week, I got an early morning call from my daughter. 

A new study finds one in five workers age 50 or above has retired from his old employment and moved into a new paying position, which researchers dub...

At the PLANADVISER National Conference in Orlando last month, three panelists discussed the retirement plan rollover market, with one saying it’s the perfect place to find “money in motion.”

A federal judge in Michigan has thrown out a fiduciary breach lawsuit against State Street Bank and Trust filed by General Motors 401(k) participants over company stock-related losses.

When asked if auto-escalation beginning at age 45 would be appealing, 22% of defined contribution participants said they would be interested in a 1% increase every year.

A report from the MetLife Mature Market Institute says those born between 1946 and 1955 will transform the traditional concept of retirement.

ProNvest, Inc., an online provider of retirement plan participant managed accounts, advice, and tools, has added Morningstar Associates to its platform.

Mutual of Omaha Insurance Company has announced a new online enrollment system that it says will expand the personalization of services the company provides to support voluntary insurance...

The annual Mercer Workplace Survey revealed that while participants in employer-sponsored benefit plans are optimistic about the direction of the U.S. economy, they are not confident with their...

In the opening panel discussion at the PLANADVISER National Conference (PANC) in Orlando on Monday, four panelists discussed the need for more participant education and the evolution of...

A majority (55%) of 401(k) plan participants surveyed say they would use free personalized advice if their employer made it available. 

While the vast majority of American workers are satisfied with their jobs, nearly two thirds doubt they will ever be able to retire, according to a survey...

One year after launching a text messaging service for retirement plan participants, The Principal has released data indicating it has improved savings rates and asset allocation.