The OneAmerica survey examines other topics relating to participant financial wellness, including health care expenses and the use of health savings accounts as short- and long-term savings vehicles.
They want help with calculating how much money to save for retirement, determining how to invest their 401(k) assets, determining the age at which they can retire, and...
Results of a participant survey conducted by CUNA Mutual show a close tie between in-person training, short topical online videos, and self-guided learning modules as the preferred way...
According to the Alight Solutions 401(k) Index, year-to-date there have been 29 days with above-normal trading activity, suggesting that the month of June brought back a bit of...
A new Cerulli Associates survey suggests that at least half of 401(k) plan participants have no idea what to do with the savings they have diligently set aside...
In the DC retirement plan industry, it is simply taken for granted that everyone should be saving more and that everyone should save as much as they possibly...
Retirement plan participants in advised SDBAs displayed a more diversified asset allocation mix and had a lower concentration of assets in particular securities than those in non-advised accounts.
Asked about the major reasons they want to work beyond the traditional retirement age, Americans point to both wants and needs. The most common response is that people...
A study shows that higher levels of trust lead to better financial decision-making which includes higher rates of savings, increased commitment to savings, and increased loyalty to providers.
Near-retirees broadly worry about future health care costs, the impact of inflation and market downturns—but relatively few are tackling the subject of income taxes in retirement.