Plan Sponsors, Providers and Participants Speak of Different Perceptions, Priorities
Research reveals that less than half of sponsors believe that employees are solely responsible for their own retirement savings and...
Tag: Retirement Readiness
Retirement Saving Focus Especially Needed for Latino Women
A study suggests that armed with good savings options and understanding of how to use them, Latinas could and would...
Retirement Security Not Just About Retirement Savings Plans
When American workers were asked how helpful further education would be to achieve their goals, a large majority expressed the...
BlackRock DC Pulse Survey Highlights Sponsor Decumulation Challenge
More plan sponsors this year than last have voiced a concern that their workers may have to delay retirement; this...
Social Security Sophistication Can Boost Employees’ Retirement Outlook
A lack of sophisticated advice and support solutions for optimizing Social Security claiming decisions is holding employees back from achieving...
Sponsors Making Great Strides on Their Retirement Plans
With concerns about retirement readiness growing, sponsors are turning to automatic features, increasing their contributions, streamlining their investment menus and...
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New Participant Portal at Bank of America Merrill Lynch
The revamped website will present employees with “a more simplified and interactive experience,” the firm says, while featuring data-driven recommendations.
Tax Reform Linked to More Retirement Confidence
Nearly half of respondents to a LendEDU survey said they believe they will be able to retire sooner as a...
Planning to Retire Later Doesn’t Reflect Reality
A Prudential study finds 51% of retirees retired earlier than planned; with half retiring five years or more early.
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Transamerica Connects Physical and Financial Health With Wellbeing Brand
The initiative comes after Transamerica studied the parallel nature between physical and financial lifestyles.
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.
Sibson Suggests How to Measure Employee Retirement Readiness
Sibson suggests that employers consider one or more of the following three metrics: replacement ratio, wealth accumulation target and retirement...
Those Close To and In Retirement Still Feeling Unprepared
A significant number of retirees and pre-retirees report that they feel unprepared to navigate financial shocks and unexpected expenses, according...
Millennials May Have Wrong Expectations About Retirement
One-third (34%) of Millennials say they plan to save $200,000 or less to be comfortable in retirement, according to a...
Pressing Financial Needs Derail Successful Savers
Survey data shows a sizable group of retirement plan participants have lowered their contributions in the last year to address...
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Financial Soundings Solution Supports In-Plan Retirement
The firm’s retiree program is designed to provide plan participants the essential guidance needed to manage assets through retirement from...
Debt Management Should Be a Factor in Retirement Security Policy
According to an NBER working paper, researchers found it is not just the value of debt for people on the...
CRR Finds Those at Risk for Having Inadequate Retirement Income Dropped
All groups of households experienced an improvement in risk, except middle-age and middle-income households, due in part to more non-mortgage...
House Bill Seeks Retirement Plan ‘Simplification and Enhancement’
Alongside numerous changes, the bill seeks to eliminate the current 10% cap on automatically-increased deferral rates of employees who are...
Measuring Employees’ Retirement Readiness Is Imperative for Businesses
Obviously, there are effects on a business if employees are unable to retire on time, but there are also effects...