Data and Research | July 8th, 2021 Participants Need Guidance on Addressing Retirement Risks Providing Social Security education and guaranteed income investment options are among suggestions for how plan sponsors can help.
Investing | June 23rd, 2021 PSNC 2021: The Modern DC Plan Investment Lineup The time is now for retirement plans to view their participants as investors deserving high-touch, personalized retirement income assistance.
Data and Research | June 9th, 2021 Employers Feeling More Responsibility in a Post-Pandemic Workforce A BlackRock study found many plan sponsors are planning to add more automatic features, ESG options and active management strategies...
Data and Research | May 28th, 2021 What Makes an Average Retiree Feel Confident? New data published by the Employee Benefit Research Institute offers a few answers.
Participants | April 26th, 2021 Participants Expressing COVID-19-Related Withdrawal Regret They say loans and withdrawals put them in a better place financially, but they are concerned about their long-term financial...
Data and Research | April 22nd, 2021 Americans Remain Confident About Retirement, Even in the Face of the Pandemic Plus, their confidence in Medicare and Social Security benefits is at an all-time high.
Compliance | April 21st, 2021 Senators Announce Retirement Security Bill for Military Spouses Under the Military Spouses Retirement Security Act, small employers would be eligible for a tax credit of up to $500...
Data and Research | April 20th, 2021 Retirement Readiness Remains Top of Mind for Plan Sponsors Employers are focusing on ways they can improve outcomes for their participants, including by offering guaranteed lifetime income solutions and...
Data and Research | March 31st, 2021 Employers Asked to Take Part in Meeting Americans’ Retirement Income Needs An economic report discusses Baby Boomers’ lack of retirement readiness and how a new framework for income security is needed...
Data and Research | March 26th, 2021 Longstanding Savings Gaps by Race, Ethnicity Persist A new EBRI analysis of data taken from the Federal Reserve’s Survey of Consumer Finances underscores the persistently and perniciously...
Data and Research | March 18th, 2021 Retirement Accounts Post Record During a Pandemic and Recession Employer-sponsored retirement plans and individual accounts hold some $35 trillion in total assets at a time when the broader economy—and...
Products | March 17th, 2021 John Hancock Dashboard Enables Retirement Readiness Analysis It also allows sponsors to identify opportunities to improve participant outcomes.
Data and Research | March 2nd, 2021 Higher Ed Institutions Facing Increased Turnover Due to Burnout During Pandemic Plan sponsors can use benefit offerings to decrease their staff’s constant struggle with work/life balance and offer transition help to...
Administration | March 1st, 2021 How to Effectively Measure Retirement Plan Success It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics...
Data and Research | February 19th, 2021 Participants Are Saving More With ‘TDF-Plus’ Strategies A new study finds participants who blended funds were on track to replace more of their pre-retirement income than those...
Administration | February 5th, 2021 Actions to Address Retirement Savings Shortfalls for Military Spouses Spouses of service members face unique challenges in the workforce, including unemployment and relocations, that can make it difficult to...
Compliance | January 25th, 2021 Senator Portman Announces Retirement, Eyes Final Reforms Retirement industry practitioners will be eagerly watching the House and Senate for progress on the SECURE Act 2.0 and related...
Data and Research | January 19th, 2021 Pandemic Puts More Households at Risk in Retirement The Center for Retirement Research says half of American households are at risk of not being able to live at...
Break from the Grind | December 29th, 2020 Surveys Reveal a Split in 2021 New Year’s Resolutions What Americans are making resolutions about, and financial resolution suggestions from the AICPA.
Data and Research | December 23rd, 2020 Debt a Serious Impediment for Retirees It is particularly high among minorities, EBRI found.