Data and Research | January 14th, 2015 Hispanics More Invested in Financial Futures Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.
Administration | January 14th, 2015 More Employers Offering Overall Financial Help An increasing number of employers are broadening the types of financial and retirement planning resources they offer employees.
Participants | January 13th, 2015 Plan Participants Want Estimate of Lifetime Income A majority of respondents to a survey said they want their retirement benefit statements to provide an estimate of lifetime...
Products | January 11th, 2015 A New Tool for Educating and Engaging Participants Better retirement plan communications can result in better participant engagement.
Data and Research | January 8th, 2015 Actuaries Grade Retirement Systems and Reform Proposals The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of...
Investing | January 7th, 2015 Investing Pros See Obstacles and Opportunities in 2015 Retirement investors and pension funds have not had to wait very long to test their 2015 portfolio strategies against increased...
Participants | December 31st, 2014 Time to Focus on Gen X Retirement Readiness The oldest members of Generation X are turning 50 in 2015.
Products | December 22nd, 2014 Tool Helps Participants Visualize Retirement Goals An interactive Retirement Wellness Planner from The Principal Financial Group helps users manage, visualize and plan for their retirement savings...
Participants | December 19th, 2014 Preparing Baby Boomer Workers for Retirement Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.
Administration | December 18th, 2014 Targeted Education Quells Fears About Employee Retirement Savings Targeted messaging could alleviate some of retirement plan sponsors’ fears about employees’ retirement savings adequacy.
Participants | December 16th, 2014 Participants Acknowledge Investing Ignorance Most employees participate when offered access to a defined contribution retirement plan, but a strong majority also cite worries and...
Products | December 16th, 2014 NAGDCA Publishes Best Practices for DC Plan Communications A guide from NAGDCA lists elements DC plan sponsors should include in participant communications and education.
Data and Research | December 16th, 2014 Nonprofits Could Do More to Encourage Retirement Savings Despite concerns about their employees' ability to save enough for retirement, few nonprofit 403(b) plan sponsors use targeted education or...
Administration | December 10th, 2014 2015 Year in Preview Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.
Participants | December 8th, 2014 Fees Still Baffle Plan Participants The majority of Wisconsin retirement plan participants still do not understand the fees they pay in a workplace-based retirement plan,...
Products | December 4th, 2014 FPA and LifeCare Launch Financial Education Program The Financial Planning Association and LifeCare unveiled a partnership aimed at providing financial education to millions of workers.
Data and Research | December 3rd, 2014 Retirement Plan Sponsors Place High Value on Match, Advisers Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to...
Data and Research | December 3rd, 2014 Many Lack Basic Retirement Income Knowledge Just one in five retirement-age Americans can pass a basic quiz on strategies to make their nest eggs last throughout...
Products | November 25th, 2014 Firm Offers Financial Wellness via Investment Menu Now available on more than 20 retirement plan platforms, the Edge Collective Fund Series brings financial wellness services to plan...
Data and Research | November 19th, 2014 Millennials Are More Engaged, But Not Saving Enough While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they...