Data and Research | March 29th, 2018 Study Reveals Financial Wellness Needs of Employees Employees are racking up credit card debt and borrowing from retirement savings to pay for unexpected expenses.
Data and Research | March 28th, 2018 Retirement Saving More of a Priority for Men than Women For both sexes, becoming serious about saving for retirement doesn't usually happen until one's 40s or 50s.
Data and Research | March 19th, 2018 Near-Retirees and New Retirees Have Higher Debt Than Older Generations EBRI says more families are placing themselves at risk of running short of money in retirement due to their increased...
Benefits | March 16th, 2018 One-Size-Fits-All Financial Education Missing the Mark Programs need to be individualized and include financial coaching.
Data and Research | March 15th, 2018 Millennials Foresee No Such Thing as a Comfortable Retirement Seventy-nine percent believe that by the age of 80, a comfortable retirement will be a thing of the past, and...
Participants | March 5th, 2018 Women Need Help Improving Retirement Confidence Fifty-five percent of women are afraid they will outlive their savings, according to the Transamerica Center for Retirement Studies.
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 26th, 2018 Workers Say Benefits Give Them a Sense of Financial Security However, this is not always the case for lower-income workers, MassMutual found in a survey.
Products | February 5th, 2018 Transamerica Connects Physical and Financial Health With Wellbeing Brand The initiative comes after Transamerica studied the parallel nature between physical and financial lifestyles.
Data and Research | January 31st, 2018 Fidelity Sees Improvement of Retirement Readiness of Plan Participants The firm's analysis found participants who also had HSA savings were more retirement ready than those who did not.
Data and Research | January 29th, 2018 Study Offers Suggestions for Improving Americans’ Retirement Confidence “Eighty-six percent of employees say that if their employer improved benefits or added access to an investment plan, it would...
Data and Research | January 25th, 2018 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.
Administration | January 25th, 2018 Financial Confidence Reaches Record High In the fourth quarter of 2017, AICPA’s Personal Financial Satisfaction Index reached a record high in the 24 years the...
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...
Data and Research | December 27th, 2017 Interest in Retirement Advice Increases Wtih Age, Account Balance, Contributions TIAA also discovered that participants with web access are twice as likely to seek out advice as those without web...
Compliance | December 21st, 2017 Tax Bill Impacts Provisions of ERISA Plans The bill does not impact tax breaks for retirement savings.
Data and Research | December 21st, 2017 Many Investors Plan to Increase Retirement Plan Contributions in 2018 Forty percent plan to increase their deferral rate, up from 24% in 2016.
Products | December 20th, 2017 Mutual of America Launches Social Media Campaign The company has set up pages on Facebook, Twitter and LinkedIn to educate people about retirement
Data and Research | December 19th, 2017 Loans, Suspended Deferrals Can Reduce Nest Eggs by as Much as 20% The damage is worse for younger workers, as their savings time horizon is longer than older workers.
Data and Research | December 15th, 2017 401(k) Fees Can Cost an Average Working Couple More Than $150K For someone making $90,000 a year, that would jump to $277K, America's Best 401k says.