Despite market volatility, few participants in defined contribution (DC) plans served by Vanguard made one or more portfolio trades during the year, and 96% of all assets available for distribution due to a separation of service were preserved in a retirement savings account.
Tag: DC plan participants
Marsha Whitehead, OneAmerica vice president of enterprise marketing, explains how evaluating top financial concerns provides great insight into the root causes of financial stress.
ICI finds that two factors appear to influence DC plan participants’ loan activity: reaction to financial stresses and a seasonal pattern.
Student debt management is a complex and delicate issue that has a significant impact on employees’ broad financial wellness—but providing support can be straightforward from the plan sponsor perspective.
The Financial Elements program breaks down challenging concepts into simple elements to increase financial literacy and reduce employee financial stress through education and behavioral coaching.
Compared with those who seek out traditional advisers, “online enthusiasts” are marginally more skeptical of believing that financial services firms are working in their best interests, according to Cerulli research.
Twelve out of 21 trading days favored fixed income funds.