Tag: Participants

A majority of Americans have a false perception of how stock market investments fared last year, and are still uneasy about investing in stocks, according to a new...

Millionaires and affluent investors are more optimistic about the investment environment, according to the latest survey by Spectrem Group.

A new survey found uninsured medical expenses rival retirement savings as the most pressing financial concern for Americans.

While investors demonstrated more knowledge about Roth IRAs than last year, many still do not understand the tax implications of a Roth, according to a Fidelity Investments survey.

While Americans haven’t quite recovered the losses their portfolios suffered amid the market downturn, they are more optimistic than last year, according to a survey commissioned by Edward Jones.

Participants in Transamerica Retirement Services’ client plans now have read-only access to their account information via an iPhone or iPod touch.

High-net-worth (HNW) consumers remain concerned about maintaining their lifestyle in retirement and slightly more concerned about paying for health care in retirement, according to a survey by The...

The HSBC Global Pulse survey found the top three financial worries are the same for citizens around the globe: taxes, wealth preservation, and retirement.

More than four-in-ten so-called “sandwich generation” parents (41%) continue to provide at least some financial support to their young adult children, according to the 2010 Families & Money...

A report from Hewitt Associates suggests workers were able to recover a significant portion of the losses they sustained in 2008 simply by participating in their 401(k) plan;...

The Principal Financial Group said its new Participant Education Planning Tool gives financial professionals access to a library of education plans and materials and the flexibility to build...

A survey from ING U.S. Retirement Services shows that those in a workplace plan are more confident, informed, and proactive when it comes to their savings.

Many Baby Boomers plan to continue working in retirement, and not just to make ends meet, but to keep physically and mentally energized.

Despite recognizing the need to have a plan or saving for retirement, less than one-fifth (18%) of Asian Americans have engaged in a conversation with a financial professional,...

Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...

Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.

Seventy-seven percent of employees said financial advice and guidance programs would improve their productivity in the workplace, according to MetLife’s 8th annual Employee Benefits Trends Study.

The retirement picture marketed by providers and the retirement reality for many Americans are two different stories, a new report suggests.

Arnerich Massena, Inc., a Portland, Oregon-based independent investment advisory firm, has published a paper examining participant behavior in retirement plans.