Most Middle-Class Americans Plan to Put Away Tax Refund
Americans with a financial plan are especially likely to save their tax refund, according to the First Command Financial Behaviors Index.
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MetLife Finds ‘Middle’ Boomers Behind on Savings Goals
Although Baby Boomers are typically treated as one big generation, they actually comprise three different demographic groups, according to a new study from the MetLife Mature Market Institute.
Advised Investors Feel More Confident about Equities
A survey by AXA Equitable found that Americans who work with financial professionals are more confident about their ability to invest in equities.
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What You Need to Know about Webcasts
As retirement plan advisers learn how to lasso new media as part of their practices, one of the most established methods to consider is using Webcasts.
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Lost in Translation
Plan sponsors are looking for advisers who know how to reach out to the ever-growing Hispanic-American population.
MassMutual: Women More Likely to Seek Help from Advisers
A survey conducted by MassMutual’s Retirement Services Division found differences in how men and women like to invest, and where they like to go to for advice.
RIAs Say $1M in Retirement Savings Is not Enough
While $1 million is frequently referenced by Americans as a standard level of retirement savings for average families, a new survey finds most registered investment advisers (RIAs) do...
AARP: Americans 50+ Support 401(k) Fee Disclosure
A new survey from AARP suggests that—regardless of political persuasion—Americans age 50 and older want 401(k) providers to explain their fees.
Market Continues to Move Participants
Once again, 401(k) participants that were inclined to rebalance their accounts tended to chase the market.
Americans Staying in the Workforce Longer
The labor-force participation rate is increasing for Americans ages 55 and older as they are faced with higher health costs and economic losses, according to a study published...
Fidelity Says Participant Balances Gained Good Ground in 2009
Fidelity Investments' 401(k) highlights from 2009 showed that many participants recouped much of their losses from 2008.
Participants Paying More Attention to DB Plans
Mercer's outsourcing business saw a 40% increase in participant requests for calculations of their estimated defined benefit (DB) account values in 2009 versus 2008.
Newkirk Releases Retirement Readiness Package
Albany, New York-based Newkirk, a retirement plan communications provider, has unveiled a suite of retirement readiness communications and reports.
BofA Merrill Lynch: Retirement Participants Boost Savings
401(k) participants took positive savings actions within their retirement savings plans in Q4 and throughout 2009, according to the latest quarterly report from Bank of America Merrill Lynch.
Personalized Communication Helps Participants Maintain Savings Rate
Securian said participants who received a personalized Annual Checkup on their quarterly statements measuring the adequacy of their deferral rates are setting aside the same amount or more...
Participants More ‘Into’ Retirement Savings
MassMutual's Retirement Services Division released data indicating that participants in its retirement plans are taking a calmer, longer-term approach to their retirement saving plans.
Americans Say Fiscal Fitness Harder to Attain than Physical Fitness
A recent survey for Union Bank found 90% of Americans agree that financial stress can affect one's health.
Workers Open to Automatic Features in Retirement Plans
Most American workers feel unprepared for retirement and are open to making changes to retirement plans, such as implementing automatic features, according to a new survey by Prudential...