The number of mega plans offering managed accounts has grown 13 percentage points in the last year.
Data and Research
As employers look for ways to increase their employees’ engagement in a workplace retirement plan, they turn to auto features and simpler design.
Money left on the table creates an opportunity for plan sponsors to send a clear message to their plan participants: Don’t walk away from the employer match.
A new report from Northern Trust finds employees favor companies playing an active role in their retirement plans.
An analysis finds repeated use of financial wellness resources improves retirement savings behaviors.
Many Baby Boomers and members of Generation X feel the traditional notion of retirement is out of reach, according to a study from Allianz Life.
There is a striking correlation between negative pension changes and income inequality, according to a survey by NCPERS.
Time and a lack of investing confidence are among the retirement challenges nurses face, Fidelity Investments finds in a study of nurses’ financial behaviors.
A survey suggests the workplace is emerging as a fruitful venue for engaging individuals in broader retirement planning.
The idea of “semi-retirement” has grown in popularity among working age people as they look ahead to an uncertain financial future.
Employees could use more education about budgeting and debt, a survey finds.
Many OCIO firms tell Cerulli they see signs of OCIO moving “up-market,” to larger institutions in corporate defined benefit (DB) and non-profit segments.
Small-business owners see retirement savings plans as a tool for attracting and retaining talent.
Fidelity’s latest retirement industry snapshot report suggests more plan sponsors are implementing helpful plan design changes.
Still, defined contribution retirement plans top the list of expected major sources of retirement income.
“Retirement looms large even for higher-net-worth Americans who recognize the importance of saving and investing,” says TIAA-CREF’s Kathie Andrade.
Participants in Fidelity retirement plans set new records for account balances and contribution rate increases during Q1 2015.
These sponsors tend to be less involved with their retirement plans.
The Center for State and Local Government Excellence, the Center for Retirement Research at Boston College and the National Association of State Retirement Administrators have created a new public plan data resource.
Americans are less likely now than in the early years of this decade to describe their debt as a problem.