Data and Research | October 20th, 2020 Stock Purchase Plans and 401(k)s: Not an Either/Or Proposition A worker’s commitment to saving for retirement tends to snowball and build on itself, such that access to both a...
Products | October 16th, 2020 Plan Providers Supplement Lifetime Income Projections Concerned that lifetime income projections on participant statements may not be reliable, providers are offering more personalized online tools.
Data and Research | October 14th, 2020 Financial Wellness Program Trends Advance During Pandemic Employers are offering help with emergency savings and debt, and employees are asking for more help with the selection of...
Data and Research | October 8th, 2020 Longevity Bound to Make Work a Requisite for Retirees Experts say in the future, it may not be uncommon for people to work until age 70 or 80, requiring...
Data and Research | September 29th, 2020 Retirement Savings Could Be Hit for Years as Result of Pandemic, Natixis Says Its 2020 Global Retirement Index says making retirement opportunities more widely available, as well as plan features such as automatic...
Data and Research | September 21st, 2020 Workers Unsure How to Create Retirement Income From Savings Retirement savers want help with figuring out tax expenses, knowing when is the best age at which to retire, creating...
Data and Research | September 18th, 2020 Women’s Retirement Confidence Has Waned During Pandemic A mere 17% of women say they are very confident they will be able to retire comfortably, according to the...
Data and Research | September 10th, 2020 People of Color May Be Misinterpreting Their Retirement Readiness Understanding the view of these different demographics can help plan sponsors with plan designs and targeted communications.
Data and Research | September 1st, 2020 Job Opportunities Are Available to Older Workers—But at Lower Pay These opportunities also do not tend to offer benefits.
Participants | August 25th, 2020 Workers Continue to Take Withdrawals From Retirement Accounts An American Consumer Credit Counseling (ACCC) report found 23% of employees are also increasingly unconfident in the economy.
Data and Research | August 21st, 2020 Educators Trying to Balance Safety With Finances Three-fourths of K-12 educators consider their job risky in terms of exposure to COVID-19, but they are also concerned about...
Data and Research | August 21st, 2020 Those Who Have Both a 401(k) and IRA Have Higher Savings EBRI found individuals able to consistently contribute to both could end up with around 2.5 times more savings for retirement.
Data and Research | August 20th, 2020 GAO Explores Reasons for Women’s Retirement Insecurity The report was requested by U.S. Senators to inform public policy to improve women's retirement security.
Data and Research | August 10th, 2020 Workers Forced to Retire Early Can Still Achieve Financial Wellness With the help of money management strategies, workers can still have a financially sound retirement.
Products | August 7th, 2020 Ascensus Creates Mobile Retirement Savings App The READYSAVE app will leverage behavioral prompts to drive better outcomes.
Participants | August 5th, 2020 Reaching K-12 403(b) Plan Participants During the Pandemic School districts will find that advisers who normally camp out in the cafeteria or teachers’ lounge are striving to continue...
Data and Research | August 4th, 2020 Edward Jones and Age Wave Introduce the New Four Pillars of Retirement The ideas explain what retirees are focusing on after the workforce and as they enter the next chapter.
Compliance | August 3rd, 2020 No ‘Earth-Shattering’ Retirement Proposals in Biden Platform Building on Social Security and Medicare are key components of the presumptive Democratic presidential nominee’s promised agenda—though if Congress swings...
Investing | July 2nd, 2020 Improving Participant Outcomes With Custom TDFs Off-the-shelf TDFs may not meet the needs of participant demographics, so plan sponsors can build custom TDFs to provide greater...
Administration | June 24th, 2020 Another Risk for Retirement Savings: Divorce Divorced women are especially vulnerable, but targeted messages not just focused on retirement can help.