While 41% of middle-income Boomers felt well- or very well-prepared for retirement before the 2007 financial crisis, that has dropped to 31%, the Bankers Life Center for a Secure Retirement found in a survey.Read more >
Educating retirement plan participants about the consequences of taking loans from their account balance, as well as a few plan design changes, can limit the amount of loans taken, IFEBP says.Read more >
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A research report says health crises, job losses or other life transitions lead retirement plan participants to pull money from their accounts or discontinue contributing.Read more >
Several states are in the process of debating and potentially adopting their own legislation relating to the fiduciary responsibilities of broker/dealers and investment advisers.Read more >
A study finds that Americans now need to save more for a comfortable retirement than in the past, and sound education, as well as plan design, can drive this behavior.Read more >
Target-date funds (TDFs) pushed forward from their first-quarter gains to generate an average return of 2.83%, according to the latest Callan Target Date Index results. Callan Associates attributes most of this success to diversification and the performance of non-U.S. equities.Read more >
