Tag: Retirement Readiness

A Lincoln Financial survey finds a disconnect between participants’ confidence about retirement and their actions.

Diagnosing key components of plan health and embracing proactive administration are crucial in ensuring retirement readiness for all participants. 

Including information from outside sources, the Retirement Readiness Report projects a clearer picture of participants’ retirement outlook.

 

Having a financial wellness program is becoming a must for employers wanting to stay competitive, says a recent Charles Schwab...

Main reasons why participants are concerned about retirement saving include fear of looming health care costs and depleting their savings...

People aspire to a more active retirement lifestyle, and staying in good health can help achieve their goals.

A survey also found U.S. investors rank long-term care and health care costs as their biggest threat to financial security...

Forty-one percent say that helping retirees manage income from their 401(k) is a major strategic goal.

According to an MFS survey, just four in 10 women are confident in their ability to address financial concerns and...

However, economic issues and longer life expectancy present significant challenges to Millennials’ retirement plans.

Although people approaching retirement have a strong vision for what success looks like, many are unsure of how to get...

The DOL fiduciary rule, the rollback of an ERISA safe harbor for state-run plans and the new health care law...

Plan sponsors can help participants make sure they have a plan in place to retire on time, and also to...

Despite Americans’ concerns about being able to afford retirement, more than half of those surveyed (51%) do not include retirement...

A majority of people believe they have plenty of knowledge about retirement planning, but only 33% of these people passed...

Twenty percent of pre-retirees have not completed any retirement planning activities, a study found.

They prioritize one day owning a home and saving for retirement, yet more Millennials are saving to travel than for...

A majority of parents are unaware of options that can help, a survey finds.

There are some ways in which Millennials are demonstrating prudence and foresight as investors—and other ways they are not.

Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income...