Those Close To and In Retirement Still Feeling Unprepared
A significant number of retirees and pre-retirees report that they feel unprepared to navigate financial shocks and unexpected expenses, according...
Tag: Retirement Readiness
Millennials May Have Wrong Expectations About Retirement
One-third (34%) of Millennials say they plan to save $200,000 or less to be comfortable in retirement, according to a...
Pressing Financial Needs Derail Successful Savers
Survey data shows a sizable group of retirement plan participants have lowered their contributions in the last year to address...
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Financial Soundings Solution Supports In-Plan Retirement
The firm’s retiree program is designed to provide plan participants the essential guidance needed to manage assets through retirement from...
Debt Management Should Be a Factor in Retirement Security Policy
According to an NBER working paper, researchers found it is not just the value of debt for people on the...
CRR Finds Those at Risk for Having Inadequate Retirement Income Dropped
All groups of households experienced an improvement in risk, except middle-age and middle-income households, due in part to more non-mortgage...
House Bill Seeks Retirement Plan ‘Simplification and Enhancement’
Alongside numerous changes, the bill seeks to eliminate the current 10% cap on automatically-increased deferral rates of employees who are...
Measuring Employees’ Retirement Readiness Is Imperative for Businesses
Obviously, there are effects on a business if employees are unable to retire on time, but there are also effects...
TDFs Evolve Alongside Participant Preferences
The 2017 Participant Survey from Northern Trust Asset Management also shows today's workers are looking more at outcomes to measure...
Lack of Financial Literacy Remains Historic American Challenge
A new analysis from Questis takes a striking look back at the recent and not-so-recent development of workplace financial education...
Retirement Industry Enthusiasm for New Approaches in 2018
Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive...
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MassMutual Introduces Mobile App to Gauge Retirement Readiness
The app is a mobile version of MassMutual’s RetireSMART Ready tool, which provides a snapshot of a saver’s retirement readiness...
Gen X Set to Repeat Baby Boomers’ Retirement Savings Mistakes
More Gen Xers say they regret spending and accumulating debt than previous generations, a survey found.
Being Ill-Prepared for Retirement a Stressor for Americans
For Millennials, student loan debt, credit cards and health care expenses all measured equally as causes for “extreme” amounts of...
‘Successful Savers’ Actively Engage in Retirement Planning
"Our survey results reinforce the importance of setting goals and monitoring plans to balance … emotions,” says Rich Ramassini, CFP,...
Mercer Makes Proposals for Addressing America’s Retirement Security
Creating open MEPs, encouraging the use of lifetime income products and removing impediments to employers maintaining DB plans are just...
What Does It Take to Measure Retirement Income Adequacy?
A report by the Congressional Budget Office notes that different measures produce different results and it offers a framework for...
Retirement Planners Want to Know How Much They Can Spend
The top worry for respondents to a Dimensional Fund Advisors survey is not having enough money to live comfortably in...
Health Care Employers Increasing Focus on Financial Wellness
Forty-four percent of health care organizations consider offering a program where employee contributions to student debt will be matched, according...
IALC Says Research Proves There Is a Retirement Crisis
Ninety percent of Americans surveyed do not feel confident in their retirement savings situation.