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.
Data and Research
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.
A study finds the bankruptcy rate of retired football players is in line with that of the general population of that age group, even though football players earn much more.
Confidence in retirement is up, according to EBRI’s latest Retirement Confidence Survey, but people realize they could do more to prepare.
When a plan sponsor permits multiple rather than only one loan, the probability of plan borrowing nearly doubles, researchers found.
Eighty-three percent of employers surveyed report feeling responsible for their employees’ financial wellness.
More Gen Xers than Baby Boomers surveyed agreed they are solely responsible for their retirement.
Nearly half of retirees wish they had started retirement earlier, according to a New York Life survey.
Trust in retirement plan service providers has dropped below last year’s levels, a study finds, but there’s an opportunity for discussions about ways to improve.
Women and younger people feel particularly hard hit, a survey finds.
Only six in 10 Boomers report having money saved for retirement.
Retirement security will likely be jeopardized for more Americans because of the shift away from defined benefit (DB) plans and fewer workplace plans, a paper contends.
Worksite wellness education can help employees ease economic stress and counteract these distractions.