Products | January 21st, 2021 Investment Products and Service Launches Vanguard announces plans to launch ultra-short bond ETF and Annexus Retirement Solutions releases Lifetime Income Builder.
Data and Research | March 21st, 2019 Nearly Half of State and Local Government Employees Approve of Auto-Enrollment If they were automatically enrolled into a defined contribution plan, 77% say they would remain in the plan.
Data and Research | March 14th, 2019 Installment Payments Encourage More Retirees to Keep Assets in DC Plans Over the past decade, overall, there was a higher percentage of withdrawals among people who terminated employment after reaching age...
Data and Research | February 21st, 2019 Participants Stay the Course With Their DC Plans In the first three quarters of 2018, only 2.2% of participant stopped contributing to their plans, ICI data shows.
Administration | February 20th, 2019 DC Plan Averages Don’t Tell the Whole Story It’s important to know how different employee groups are benefitting from a defined contribution (DC) plan so unique issues can...
Data and Research | February 8th, 2019 Majority of DC Plan Participants Express Retirement Readiness Confidence In addition, a majority of those polled by the Investment Company Institute (ICI) oppose changing key features of DC plans.
Data and Research | January 28th, 2019 DC Plan Sponsors Want Retirees/Terminated Employees to Remain in Their Plans More than 60% of employers want to keep retirees in their plan, and 33% prefer that terminated employees keep their...
Administration | August 31st, 2018 Mercer Makes Recommendations for Finding Missing Participants If there are missing participants that plan sponsors have not made a genuine effort to find, “the entire plan could...
Compliance | July 24th, 2018 BlackRock Lays Out Plans to Boost Retirement Readiness The investment firm calls on the government to pass numerous measures to expand access to retirement plans and boost participation...
Data and Research | July 24th, 2018 TDFs Get Millennials on the Right Track Most Millennials are appropriately invested, with 90% of their portfolios in equities.
Data and Research | July 12th, 2018 Simpler Retirement Plan Communications Make No Difference in Employee Decisions In conclusion, IZA says, “the data do not support the idea that presenting optional 401(k) plan information in a simpler,...
Data and Research | July 11th, 2018 Millennials Benefiting from PPA They are on track to replace 75% of their income, compared to 64% for Americans overall.
Data and Research | July 2nd, 2018 Plan Designs, Market Rates Lead to Improved DC Plan Metrics in 2017 “We continue to see the significant impact plan design and financial wellness programs have on participant behavior, as evidenced by...
Products | June 27th, 2018 Principal Offers Retirement Plan Solution for Small and Mid-Sized Employers The solution offers participant features and additional customizable features typically enjoyed by larger corporations.
Data and Research | June 27th, 2018 Only 20% of Workers Believe They Are Saving Adequately for Retirement On top of this, more than three in four worry Social Security could be extinct by the time they retire.
Products | June 25th, 2018 Retirement Plans Must Be Paired With Educational Programs Ongoing education makes participants aware of the plan and underscores its value.
Data and Research | June 25th, 2018 Retirees Say Income Replacement Needed Not As High As Pre-Retirees Think Half of retirees say they spend less in retirement than they did in their working years.
Data and Research | June 21st, 2018 Retirees Find Creating a Drawdown Strategy Is Complex "Having a plan in place to manage their finances can help retirees feel confident about spending their assets and address...
Participants | June 20th, 2018 DC Plan Participants Largely Stuck With Investments in May Outflows were primarily from target-date (35%), emerging markets (27%) and company stock (27%) funds, the Alight Solutions 401(k) Index shows.
Data and Research | June 19th, 2018 Brokerage Accounts, Dividends Critical Sources of Retirement Income Together, they supply 40% of retirees’ income.