Administration | December 13th, 2018 Employers Struggling to Understand Retirement Patterns of Employees Most organizations appear to underestimate the financial challenges facing older workers, and thus the likely timing of retirements, Willis Towers...
Data and Research | December 12th, 2018 Minority of 401(k) Plan Sponsors Measure Retirement Readiness as Benchmark of Plan Success The Plan Sponsor Council of America’s 61st Annual Survey of Profit Sharing and 401(k) Plans finds the most used benchmarks...
Data and Research | December 4th, 2018 Many Retirees Outspend Planned Budget However, a survey finds retirees with a guaranteed income stream from a pension or annuity are able to spend more.
Data and Research | December 4th, 2018 Reported Lack of Knowledge Indicates Need for More Financial Wellness Programs Of the 1,544 employees surveyed by Corporate Insight, a mere 221 (or 14%) indicated that their employer offers programs or...
Data and Research | December 3rd, 2018 Part-Time Plan Eligibility Would Benefit Latino Workers In addition, state-backed retirement savings plans can assist with providing quality savings opportunities to working Latinos who are not covered...
Data and Research | November 28th, 2018 Encouraging Workers to Save While Paying Off Debt Workers facing debt payments must also prioritize long-term savings, as difficult as this may seem.
Data and Research | November 15th, 2018 Despite Improved Economy, Americans Still Feel Unprepared for Retirement Sixty-two percent of Americans polled are confident they will be able to maintain their savings as they transition into retirement,...
Data and Research | November 14th, 2018 Analysis Shows Impact of Financial Wellness Programs on Retirement Readiness When workers are continuously engaged in a financial wellness program, they increase their retirement contribution rates by 38%, and the...
Data and Research | November 14th, 2018 Boost in Balances Giving Retirement Savers False Sense of Security About Retiring Early MassMutual urges pre-retirees to calculate their projected income and expenses in retirement because although retirement plan balances are healthier than...
Data and Research | November 14th, 2018 Having a ‘Planning Mindset’ Associated With Positive Retirement Outcomes Wells Fargo uncovered four specific participant characteristics that correlate with a significantly better financial life.
Data and Research | November 14th, 2018 Fidelity Publishes Global Retirement Guidelines The new guidelines offer a practical framework to help global and regional employers better understand how much money different workers...
Data and Research | November 13th, 2018 Even the Most Reliable Data Suggests Households Will Fall Short of Retirement Income Goals Looking at the various sources of households' estimated retirement income, the Center for Retirement Research at Boston College found that...
Data and Research | November 8th, 2018 Debt Needs to Be Addressed Before Retiring GoBankingRates finds that needing to pay off credit card and other debt is a major roadblock to retirement saving.
Data and Research | November 5th, 2018 More Employers Monitoring Retirement Readiness of Employees In addition, to help employees reduce their debt stress and maximize their retirement plan savings, more employers are developing financial...
Administration | October 30th, 2018 Successful Plans Embrace Strategic Thinking The challenge of learning to think strategically impacts plans of all sizes, says Mel Hooker at Wells Fargo; even large...
Data and Research | October 30th, 2018 Employees Want Retirement Income Certainty Ninety-four percent said they would keep all or at least some of their money in a target-date fund that guaranteed...
Data and Research | October 29th, 2018 Longevity Concerns Inform Education Opportunities BMO Wealth Management U.S. says individuals should know to plan for living beyond the average life expectancy and what medical...
Administration | October 29th, 2018 Retirement Plan Design Options Can Help With Individual’s Savings Concerns The Standard recommends automatic plan features as well as managed accounts.
Data and Research | October 26th, 2018 What It Really Means When ‘Retirement’ Is the Top Financial Concern Lincoln Financial Group’s Jamie Ohl speaks about the opportunity for plan sponsors to think about their participants’ financial stressors in...
Data and Research | October 23rd, 2018 Envisioning Life in Retirement Spurs Thoughts of Planning People who were asked to envision their lives in their 60s through 80s thought about saving more, where income would...