Participants

Plan sponsors are relying on advisers, especially at small companies, to improve the effectiveness of outreach to participants.

New tools add immediacy and specificity to communications with participants.

Employers increasingly recognize the link between promoting financial wellness and their companies’ ability to retain and recruit employees.

A livestreamed flagship conversation is scheduled for October 23. 

Uncertainty and confusion about products, plan design and longevity all present obstacles to turning retirement savings into regular income.

‘Guaranteed income’ offerings are popular with retirees because they reduce the need for a do-it-yourself approach to retirement finance.

With dementia cases on the rise, plan sponsors have a duty to protect assets and shelter participants from financial fraud.

Plan sponsors and recordkeepers aim to prevent both participant mistakes and fraud schemes that can decimate retirement savings.

Plan providers are using technology to authenticate participants, secure accounts, flag suspicious activity and help protect participants’ assets.

The Department of Education will begin collecting payments from borrowers in default, ending a pause that began during the COVID-19 pandemic.

The advocacy group hopes to close the financial education gap and help young people learn ‘real-world’ financial skills.

Henderson, on January 12, will succeed Constance Donovan, who retired in August after 11 years.

The asset manager has made its TDF with an annuity option the QDIA for its roughly 8,500 employees.

Alight data shows many participants made mistimed flights to fixed income last month. 

Mercer CFA Institute Global Pension Index again ranks Netherlands as having the best retirement system; focuses more on how to improve retirementoutcomes in defined contribution plans.

Research from Corebridge Financial identifies benefits of preparation and financial planning around open enrollment. 

Data from public sector employee households were remarkably similar to 2023 information covering the private sector.

After Monday, student loan borrowers may face credit score and fee penalties due to missing or late payments.

The IRS has provided guidance on certain exceptions from the 10% tax penalty for emergency personal or family expenses and for survivors of domestic abuse.

Lawmakers have presented retirement industry professionals a golden opportunity to help teachers instruct students about financial literacy and retirement readiness.