Tag: loans

The credit union aims to bolster each of its workers’ financial health with a $400 deposit.

Empower’s annual report mining data from 5.3 million workplace plan participants shows saver strains amid ‘steady’ deferral rates.

The law changed the rules for 401(k) loans and hardship withdrawals, making it easier to draw money directly as a...

Participation rates were nearly 96% higher for plans—a difference of 40 percentage points—with auto enrollment; the usage of auto escalation...

In the first three quarters of 2018, only 2.2% of participant stopped contributing to their plans, ICI data shows.

J.P. Morgan makes recommendations for plan design and TDFs based on savings and withdrawal behaviors it analyzed.

The guide includes information on rollovers, loans, hardship withdrawals and much more.

However, at year-end 2015, for example, the ICI says participants in their twenties had 80% of their portfolios invested in...

The IRS is loosening hardship withdrawal and loan rules, and the DOL announced postponed deadlines for Form 5500 filing, among...

Amid strong market returns in Q1 2017, most participants left asset allocations in DC plans unchanged, according to a new...