Participants | May 7th, 2018 Income Taxes Follow Participants Into Retirement Near-retirees broadly worry about future health care costs, the impact of inflation and market downturns—but relatively few are tackling the...
Data and Research | April 19th, 2018 Employees Desire Retirement Education and Coaching Nearly half would like a digital retirement coach, an Accenture survey found.
Benefits | March 16th, 2018 Owners and Employees Alike Can Benefit from ESOPs A new website launched by Principal seeks to help business owners and their advisers talk through the possibilities of creating...
Data and Research | March 12th, 2018 Sponsors Using TDFs, Auto Enroll to Boost Savings Employer contributions and loans are also prevalent, a Brightscope/ICI report says.
Data and Research | March 6th, 2018 BlackRock DC Pulse Survey Highlights Sponsor Decumulation Challenge More plan sponsors this year than last have voiced a concern that their workers may have to delay retirement; this...
Participants | March 5th, 2018 Women Need Help Improving Retirement Confidence Fifty-five percent of women are afraid they will outlive their savings, according to the Transamerica Center for Retirement Studies.
Data and Research | March 2nd, 2018 Americans Saving Nearly 8% for Retirement This increases to 8.9% for men and decreases to 6.4% for women.
Data and Research | March 2nd, 2018 More Than Half of Americans Would Like to Save More Among those who said they would like to save more, 56% said retirement was a top reason; however, LIMRA found...
Data and Research | February 27th, 2018 Millennials Need Help to Save Adequately for Retirement A report from the National Institute on Retirement Security shows that 66.2% of working Millennials have nothing saved for retirement.
Data and Research | February 27th, 2018 Americans Underutilizing Retirement Savings Accounts Fifty-one percent are not actively contributing to a 401(k) plan, Edward Jones found in a survey.
Benefits | February 27th, 2018 More Than Half of Employees Contributing to Both HSA and 401(k) Of all factors, salary was found more likely to encourage savings both an HSA and 401(k).
Data and Research | February 26th, 2018 Sponsors Making Great Strides on Their Retirement Plans With concerns about retirement readiness growing, sponsors are turning to automatic features, increasing their contributions, streamlining their investment menus and...
Data and Research | February 22nd, 2018 2017 Was a Good Year for DC Plan Metrics ICI recordkeeper data shows that in the first nine months of 2017, the amount of participants contributing or taking a...
Products | February 21st, 2018 FixedFee401k Promises DC Plan Market Disruption The firm wants to pretty much completely change the basic pricing of 401(k) plans in the small- and mid-market by...
Data and Research | February 20th, 2018 Research Suggests Most Retirees Able to Absorb Financial Shocks However, changes in the retirement landscape suggest that future retirees will face much more difficulty.
Data and Research | February 13th, 2018 Couples Fail to Discuss Savings and Retirement Only half of couples of all ages discuss these important topics
Data and Research | February 12th, 2018 Many Employers Plan to Use Tax Breaks on Compensation, Benefits Of this group, 25% said they will increase their company match to the 401(k) plan.
Compliance | February 5th, 2018 Employee Convicted of Embezzling $120K from 401(k) Plan A former office manager of New England Anesthesiologists, Inc. has been sentenced to 37 months in federal prison and to...
Data and Research | February 2nd, 2018 Americans Confident DC Plans Can Help Them Meet Their Goals They like the tax advantages, investment opportunities and investor control that 401(k)s and other DC plans offer them, ICI finds.
Data and Research | January 24th, 2018 Two-Thirds of 401(k) Assets Held in Equities However, at year-end 2015, for example, the ICI says participants in their twenties had 80% of their portfolios invested in...