Compliance | October 3rd, 2023 NAGDCA Publishes Fee Guide for Sponsors The guide covers the pros and cons of various fee and fee structures.
Administration | July 28th, 2023 Voya Financial Launches 403(b) PEP Beginning August 1, Voya will bring what it is calling the very first pooled employer plan to employees of large...
Products | February 9th, 2023 Investment Service & Product Launches First Trust launches alternative investment ETF; Nassau launches annuity with bonus of up to 10%; Voyant offers retirement plan training...
Products | December 1st, 2022 Investment Product and Service Launches Securian and QPA launch managed account for plan sponsors; Franklin Templeton teams with experts on free alternative investment education program;...
Products | September 28th, 2021 Wellness Coaching Service Launched by Gallagher The Gallagher Money Coaching program aims to promote financial well-being and resiliency through personalized coaching.
Products | June 25th, 2021 New TPA to Focus on 403(b), 457 Education & Service The TPA will give sponsors a platform where they can centralize these functions.
Products | July 2nd, 2018 FiduciaryFirst Enhances Website to Help Clients Better Serve Participants The new website will include financial wellness and behavioral finance sections, and a brand new education center.
Data and Research | May 7th, 2018 Employers See Value of Offering Financial Wellness Programs Sixty-one percent of employers that offer financial wellness programs are satisfied with their benefits program, Prudential found.
Data and Research | December 27th, 2017 Interest in Retirement Advice Increases Wtih Age, Account Balance, Contributions TIAA also discovered that participants with web access are twice as likely to seek out advice as those without web...
Products | December 20th, 2017 Mutual of America Launches Social Media Campaign The company has set up pages on Facebook, Twitter and LinkedIn to educate people about retirement
Data and Research | December 19th, 2017 Loans, Suspended Deferrals Can Reduce Nest Eggs by as Much as 20% The damage is worse for younger workers, as their savings time horizon is longer than older workers.
Data and Research | December 13th, 2017 Work in Retirement Could Be an Elusive Goal for Many Data shows that only 20% of people 65 and older were in the workforce in 2016, yet 56% of workers...
Data and Research | December 6th, 2017 Single Women Underestimate Their Financial Knowledge This is setting their retirement savings back, with many investing in cash.
Data and Research | December 1st, 2017 Recession Has Prompted Millennials to Be Financially Conservative They are willing to cut back on going out or taking vacations in order to save as much as 50%...
Data and Research | November 29th, 2017 Many Gen Xers Plan to Address Retirement on the Fly Although credit card debt is keeping half of surveyed Gen Xers from starting to save for retirement, 63% say “everything...
Data and Research | November 29th, 2017 Half of Employees Don’t Want Personalized Messages About Saving for Retirement However, a survey found 53% of employees would like their employers to offer tools to help them improve their financial...
Data and Research | November 28th, 2017 Many People Have Withdrawn From the Markets Following ’08 But 40% say the Great Recession has had no impact on their lives whatsoever.
Data and Research | November 20th, 2017 AB Outlines Six Ways to Improve DC Plans Markedly The first step, AB says, is to replace TDFs from recordkeepers with open architecture, next-gen TDFs.
Data and Research | November 17th, 2017 Two-Thirds of Millennials Are Saving for Retirement Sixty-four percent have financial goals.
Data and Research | November 14th, 2017 Debt in Retirement Affects Confidence Only half of retirees with debt are confident they will be able to live the lifestyle they want, but 70%...