Data and Research | October 23rd, 2015 A Few Years Makes Big Difference in Retirement Savings A Wells Fargo study finds those ages 55 to 59 have three times more saved, on average, than those in their 60s.
Data and Research | October 23rd, 2015 Nearly Half of DB Sponsors Preparing for Risk Transfer The top catalyst for a pension risk transfer to an insurance company is PBGC premium increases.
Investing | October 22nd, 2015 TDFs Can Be the Vehicle for Alternatives in DC Plans A white paper discusses some of the ways plan sponsors can put alternative assets into a DC plan.
Investing | October 22nd, 2015 Empower Cites Strong Benefits for Managed Account Users Several large-volume retirement plan providers have recently published research highlighting strong performance in clients’ managed accounts.
Data and Research | October 22nd, 2015 Numerous Factors Drag Down Americans' Retirement Goals As Americans face a retirement income shortfall, it’s critical to understand how savings translate to income.
Compliance | October 22nd, 2015 ESG Investing Enters 'New' Paradigm While introducing new guidance, Labor Secretary Thomas Perez told reporters ESG-based investing no longer has “the cooties” from an ERISA perspective.
Data and Research | October 22nd, 2015 Advisers Boost 403(b) Participants’ Retirement Confidence and Savings An AXA study of K–12 403(b) plan participants found advisers bring both emotional and financial value.
Products | October 22nd, 2015 Buck Offers Personalized Employee Connection to Benefits “Life Connect brings asset data together for a user to see their full retirement plan picture,” says Scot Marcotte, with Buck Consultants at Xerox.
Data and Research | October 22nd, 2015 401(k)s May Result in More Successful Retirement than DBs The result depends on an employee’s salary level and the level of pre-retirement income to be replaced.
Administration | October 22nd, 2015 Dependent Verification Saves CalPERS Millions in Health Care Costs The project resulted in more than 18,000 ineligible dependents being removed from employer-sponsored health care.
Administration | October 21st, 2015 Study Reveals Better DC Plan Designs Aon Hewitt finds DC plan sponsors are beefing up plan features to improve participant outcomes.
Compliance | October 21st, 2015 Retirement Plan Deferral Limits Unchanged for 2016 The IRS announced it will not adjust most current contribution limitations for qualified retirement plans heading into tax year 2016, though some retirement-related tax breaks and other items...
Compliance | October 21st, 2015 New PBGC Director Discusses Initiatives The agency is looking for ways to simplify DB plan calculations.
Products | October 21st, 2015 The Principal Launches Guaranteed Income Option for Plan Participants Principal Pension Builder offers participants an income stream for life.
Participants | October 20th, 2015 Well-Off Savers Seek Advice From a Multitude of Counselors Most affluent Americans save for their golden years with the aid of a retirement advisory network.
Compliance | October 20th, 2015 Current Focus of the DOL Phyllis Borzi revealed some of the thoughts behind certain DOL initiatives, and asked for help from the industry.
Data and Research | October 20th, 2015 Health Care Costs Impact Retirement Savings Those with the highest financial stress levels worry most about health insurance.
Data and Research | October 20th, 2015 COUNTRY Financial Indexes Americans' Fears Retirement and health care are Americans’ biggest financial fears, followed by affording their rent or mortgage.
Investing | October 20th, 2015 TDFs Going Global Your plan’s target-date funds may be affected by changing exposures to international stocks and bonds.
Investing | October 20th, 2015 Is Retirement Industry's Focus on Costs Too Much? “Cost is not dispositive of prudence,” says Eugene Maloney with Federated Investors.