Participants

Several Millennial respondents to a recent survey by Pentegra reported that they could have benefited from learning about saving for retirement as early as middle school.

Speakers at the PLANSPONSOR National Conference discussed how plan sponsors can help terminated and retired participants make smart withdrawal decisions.

Prudential research indicates that the retirement account balances of female employees are, on average, one-third lower than their male counterparts.

Wells Fargo’s Investor and Retirement Optimism Index offers some insight on what investors think of the interest rate environment and how they intend to address it.

A Lincoln Financial survey finds a disconnect between participants’ confidence about retirement and their actions.

The panel compared utilizing different financial wellness tactics with general financial education, ROI and more.

A panel on the second day of PSNC 2017 discussed the role HSAs can play in helping participants save, and what plan sponsors should know before implementing them.

Can plan providers and sponsors ensure employees use their phones to make educated decisions?

The 30,000-foot view of employer-sponsored benefit programs and participant trends—what may stay and what may change.

Starting off the 2017 PLANSPONSOR National Conference, the panel discussed key plan design features that can boost participant engagement.

Main reasons why participants are concerned about retirement saving include fear of looming health care costs and depleting their savings in retirement.

 

A survey definitively found that employees want and expect their employers to help them manage their finances.

A new study finds plan providers are turning to cloud-based technology and other solutions to enhance targeted communications toward different age groups.

However, economic issues and longer life expectancy present significant challenges to Millennials’ retirement plans.

Generation X has competing financial priorities that plan sponsors need to address.

Although people approaching retirement have a strong vision for what success looks like, many are unsure of how to get there, and many are still afraid of running...

Fidelity Investments client data analysis shows on average, women performed better than men when it comes to investing by 40 basis points.

Eighty-one percent of small business employees expect to be offered a retirement savings plan, but the reality is that only 58% of small companies have one.

Now that the online tools are available, approximately 10% of plan participants are receiving some form of advice from TIAA each year, a four-fold increase relative to an...

“Female decisionmakers are more likely to incorporate financial products that help accumulate assets to provide income for retirement, such as an annuity, into their financial plans than male...