ProductsMarch 23, 2017
Merit Financial Group has rolled out its “Worksite Financial Wellness Platform.”Data and ResearchMarch 23, 2017
Luke Vandermillen, from Principal, says everyone makes the assumption that the age at which they retire is their choice, but it may not be.ProductsMarch 23, 2017
The new funds will leverage the research and portfolio management expertise of sub adviser Wellington Management Company.Data and ResearchMarch 23, 2017
Eighty-eight percent of target-date mutual fund assets were held through defined contribution (DC) plans, ICI finds.ProductsMarch 23, 2017
At an additional cost, the program is also provided to employees and would be tailored to each individual’s goals and objectives.Data and ResearchMarch 23, 2017
Forty-three percent of investors with a written plan are highly confident they are headed towards a comfortable retirement, compared to 23% of those without a written plan.ProductsMarch 22, 2017
Just last week, intellicents announced it was adding financial planning to its services menu.ComplianceMarch 22, 2017
Plaintiffs originally filed their cash balance plan lawsuit in 2004, claiming the way their employer created a cash balance plan by essentially transforming an existing 401(k) represented impermissible benefit cutbacks.
InvestingMarch 22, 2017
Interest rate moves, changes in collateral and ETF usage is driving a higher demand for securities lending programs from institutional investors, such as DB plans.InvestingMarch 22, 2017
Governmental plan sponsors are generally not policed by ERISA, but they face their own set of “old, obscure laws” that can apply many restrictions on how or how much they can invest. ParticipantsMarch 22, 2017
While planning for retirement was the overall top concern for employees in 2016, Financial Finesse found the top concern for African Americans and Latinos was getting out of debt.Data and ResearchMarch 22, 2017
Repeat users were 12 percentage points more likely to have run a retirement projection than new users, Financial Finesse found.Data and ResearchMarch 21, 2017
The top reason Americans aren't saving more money, reported by nearly two-in-five, was having a lot of expenses, a survey found.