Data and Research | January 31st, 2018 Fidelity Sees Improvement of Retirement Readiness of Plan Participants The firm's analysis found participants who also had HSA savings were more retirement ready than those who did not.
Data and Research | January 29th, 2018 Study Offers Suggestions for Improving Americans’ Retirement Confidence “Eighty-six percent of employees say that if their employer improved benefits or added access to an investment plan, it would...
Data and Research | January 25th, 2018 LGBT Workers Not Habitual Savers However, U.S. LGBT workers rank the highest on the Aegon Retirement Readiness Index, compared to workers in eight other nations.
Administration | January 25th, 2018 Financial Confidence Reaches Record High In the fourth quarter of 2017, AICPA’s Personal Financial Satisfaction Index reached a record high in the 24 years the...
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...
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...
Compliance | December 21st, 2017 Tax Bill Impacts Provisions of ERISA Plans The bill does not impact tax breaks for retirement savings.
Data and Research | December 21st, 2017 Many Investors Plan to Increase Retirement Plan Contributions in 2018 Forty percent plan to increase their deferral rate, up from 24% in 2016.
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 15th, 2017 401(k) Fees Can Cost an Average Working Couple More Than $150K For someone making $90,000 a year, that would jump to $277K, America's Best 401k says.
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 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 28th, 2017 Retirees Spending Only About 1% of Assets Each Year More than one in three retirees actually see their assets grow, BlackRock and EBRI found.
Data and Research | November 28th, 2017 Working Longer Could Boost Retirement Security However, research finds workers with a lower socioeconomic status have a harder time staying in the workforce.
Data and Research | November 21st, 2017 Less Than 1% of DC Plan Participants Took Hardships in the First Half of 2016 ICI also reports DC plan participants remained committed to investments and contributions.
Data and Research | November 17th, 2017 Two-Thirds of Millennials Are Saving for Retirement Sixty-four percent have financial goals.