Compliance | June 14th, 2024 PSNC 2024: I Survived an Audit Hear about the experiences of plan sponsors that have been through IRS and DOL audits.
Deals and People | May 10th, 2024 Retirement Industry People Moves Devane named a director at SageView; Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; and more.
Products | May 9th, 2024 Product and Service Launches Empower providing retirement plan administration to Arizona city; TruStage enhances annuity; Confluence Technologies announces analytics partnership; and more.
Participants | November 28th, 2022 Most Americans Value Retirement Planning, Fewer Than Half Appear to Do It A new AARP study finds a wide gap between how people feel about retirement planning and how prepared they say...
Data and Research | December 7th, 2021 The Pandemic’s Impact on the Decision to Retire Although more workers left the workforce, the pandemic was not associated with a large increase in the share of older...
Compliance | August 31st, 2020 Few Divorcing Couples Explore QDROs Older couples and women, in particular, are often put at a retirement disadvantage when faced with a divorce, a GAO...
Data and Research | October 2nd, 2018 Nearly Eight in 10 Workers Want to Work in Retirement But the reality is, only 33% of retirees have worked at any given time, according to EBRI.
Data and Research | August 16th, 2018 Americans’ Biggest Financial Worry is Retirement Savings Younger Baby Boomers and Gen Xers are the most stressed about retirement, a Bankrate.com survey found.
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...
Data and Research | March 13th, 2018 Majority of Women Under 40 Do Not Have a Financial Adviser Seventy percent of female financial advisers say women are underserved
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 28th, 2018 Women Have Concerns About Retirement Outlook Their primary concerns are the continuation of Social Security and rising health care costs.
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 | 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 23rd, 2018 Millennials Face Many Challenges in Preparing for Adequate Retirement However, researchers say their outcome could possibly improve, given the fact that they still have a long time horizon to...
Data and Research | October 25th, 2017 40% of Retirees Discover That Health Care Costs Are Higher Than Expected LIMRA says that retirees can expect to pay 13% of their income each year in retirement on health care and...
Data and Research | October 23rd, 2017 Americans’ Debt Could Be a Serious Impediment to Retirement Savings People are carrying an average debt load of $140,113, GoBankingRates.com found in a survey.
Participants | October 3rd, 2017 Latinos Seeking Retirement Planning Assistance from Employers Financial planning guidance and Social Security counseling top the list of financial services Hispanics would like from their employers, according...
Data and Research | September 7th, 2017 Americans Underestimate Long Term Financial Needs A significant number of Americans underestimate how much they are likely to spend on health care in retirement, according to...