Data and Research | May 6th, 2022 High-Net-Worth Investors Have Reimagined Retirement Investors with $5 million of investable assets have envisioned a new retirement roadmap.
Products | February 25th, 2022 Mutual of Omaha Extends Retirement Suite New product aims to expand accessibility for employers to provide retirement planning services
Data and Research | February 9th, 2022 Individuals Feeling More Urgency About Planning for the Future Seven in 10 Americans surveyed say they want to work with a financial adviser.
Data and Research | January 13th, 2022 Pandemic Has Hurt Women’s Retirement Confidence Plan sponsors are presented with an opportunity to help women who are feeling off course from their financial and retirement...
Reader Responses | February 22nd, 2021 SURVEY SAYS: Has the Pandemic Changed Your Retirement Date? PLANSPONSOR NewsDash readers share whether the pandemic has led to them to change their planned date of retirement.
Participants | January 25th, 2021 Retirees and Near-Retirees Need an Annual Financial Checkup Retirement plan sponsors can remind participants to review their finances and provide resources for them to do so.
Administration | October 27th, 2020 Retirement Planning Needs of Private- and Public-Sector Employees More Similar Than Different Yes, public employees are more likely to have pensions, but some do not get Social Security, and health care costs...
Data and Research | September 10th, 2020 Early Retirement Increasingly the Goal for Younger Generations This may be wishful thinking for some, but there are ways to help them achieve their target retirement age.
March 24th, 2020 Coronavirus News for Plan Sponsors The latest news about market volatility, benefits and business updates, and legislative and regulatory actions.
Administration | December 18th, 2019 Helping People Focus on Financial Planning in the New Year Few people are making financial planning their top priority for 2020, Allianz Life found, but the firm's Kelly LaVigne offers...
Products | October 22nd, 2019 Actuary Groups Update Longevity Calculator A better understanding of longevity can help employees plan for investment strategies in retirement and health care expenses, among other...
Products | October 15th, 2019 Research Briefs Help Participants With Retirement Planning Employers may provide employees with access to the briefs; however, the briefs also can inform plan sponsors about how to...
Administration | April 10th, 2019 Planning for a 40-Year Retirement Is Possible A survey from AIG Life & Retirement found many people want to live to 100, but are concerned about their...
Data and Research | April 8th, 2019 Baby Boomers, Insufficiently Prepared for Retirement, Need Access to Advisers The Insured Retirement Institute also found that financial advisers and individuals are not considering the effects of health care costs...
Data and Research | April 5th, 2019 Different Cultural Groups Have Varying Expectations for Retirement Results of a survey from MassMutual can inform plan sponsors about approaches to take to help different cultural groups—and employees...
Products | April 2nd, 2019 Pentegra Offers Guide for Millennials to Get on Path to Financial Wellness The report discusses the power of compounding, finding extra dollars to save, saving for college and retirement and managing debt,...
Data and Research | November 14th, 2018 Boost in Balances Giving Retirement Savers False Sense of Security About Retiring Early MassMutual urges pre-retirees to calculate their projected income and expenses in retirement because although retirement plan balances are healthier than...
Data and Research | September 7th, 2018 Employees Not Realizing the Importance of Debt Control in Retirement Planning Although a majority of workers thought workplace financial well-being programs would be either very or somewhat helpful in better preparing...
Data and Research | August 27th, 2018 Unpredictable Retirement Age Calls for New Planning Morningstar suggests individuals and their advisers must incorporate retirement age uncertainty in their retirement planning by focusing on saving.
Participants | May 23rd, 2018 Asian Americans More Thoughtful Retirement Investors Than Other Demographics However, a MassMutual study finds this group can use more education about other retirement planning issues.