Data and Research | March 2nd, 2018 More Than Half of Americans Would Like to Save More Among those who said they would like to save more, 56% said retirement was a top reason; however, LIMRA found...
Data and Research | February 27th, 2018 Millennials Need Help to Save Adequately for Retirement A report from the National Institute on Retirement Security shows that 66.2% of working Millennials have nothing saved for retirement.
Data and Research | February 27th, 2018 Americans Underutilizing Retirement Savings Accounts Fifty-one percent are not actively contributing to a 401(k) plan, Edward Jones found in a survey.
Benefits | February 27th, 2018 More Than Half of Employees Contributing to Both HSA and 401(k) Of all factors, salary was found more likely to encourage savings both an HSA and 401(k).
Data and Research | February 26th, 2018 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...
Data and Research | February 22nd, 2018 2017 Was a Good Year for DC Plan Metrics ICI recordkeeper data shows that in the first nine months of 2017, the amount of participants contributing or taking a...
Products | February 21st, 2018 FixedFee401k Promises DC Plan Market Disruption The firm wants to pretty much completely change the basic pricing of 401(k) plans in the small- and mid-market by...
Data and Research | February 20th, 2018 Research Suggests Most Retirees Able to Absorb Financial Shocks However, changes in the retirement landscape suggest that future retirees will face much more difficulty.
Data and Research | February 13th, 2018 Couples Fail to Discuss Savings and Retirement Only half of couples of all ages discuss these important topics
Data and Research | February 12th, 2018 Many Employers Plan to Use Tax Breaks on Compensation, Benefits Of this group, 25% said they will increase their company match to the 401(k) plan.
Compliance | February 5th, 2018 Employee Convicted of Embezzling $120K from 401(k) Plan A former office manager of New England Anesthesiologists, Inc. has been sentenced to 37 months in federal prison and to...
Data and Research | February 2nd, 2018 Americans Confident DC Plans Can Help Them Meet Their Goals They like the tax advantages, investment opportunities and investor control that 401(k)s and other DC plans offer them, ICI finds.
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...
Participants | January 18th, 2018 Participants Made Record-Low Number of Trades in 2017 Part of the very light trading activity can be explained by the prevalence of target-date funds, the largest asset class in...
Investing | December 20th, 2017 Presenting Managed Accounts as a Service Could Reduce Apprehensions Cerulli Associates suggests that if retirement plan sponsors position managed accounts as a valued service it could alleviate concerns about...
Compliance | December 18th, 2017 Delta Air Lines Excessive Fee ERISA Lawsuit Dismissed Drawing on a number of recent decisions, the district court ruled the plaintiffs did not adequately describe how the offering...
Compliance | December 18th, 2017 Retirement Industry Enthusiasm for New Approaches in 2018 Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive...
Data and Research | December 13th, 2017 Small-Employer DC Plan Coverage Gap Varies by Region As laid out by a Finhabits report, very few workers save for retirement unless their employer offers them a retirement...
Data and Research | December 6th, 2017 Government Employers Want More Provider Education to Boost Participation A Lincoln Financial Group study revealed little participation rates in governmental defined contribution plans, compared to 401(k) and 403(b) plans.
Deals and People | December 1st, 2017 Retirement Industry People Moves T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and...