Baby Boomers, Insufficiently Prepared for Retirement, Need Access to Advisers
The Insured Retirement Institute also found that financial advisers and individuals are not considering the effects of health care costs...
Tag: Retirement Readiness
Plan Sponsors Actively Evaluating, Changing TDFs
A BlackRock survey shows four in 10 DC plan sponsors say they have changed or added TDFs in the past...
Employees Want Congress and Employers to Help Them With Retirement Readiness
Seventy-seven percent of Americans think Congress should do more to expand access to retirement plans, while 83% favor making it...
Gig Workers Feel Just as Prepared for Retirement as Traditional Workers
The majority of independent workers say they are much more or somewhat more involved in their finances as a result...
Physical Workers’ Retirement Confidence Not Necessarily Realistic
A report from Aegon discusses retirement planning habits of workers in physically demanding jobs and how plan sponsors can help...
How to Mitigate Participants’ Savings Biases
Experts discuss how plan sponsors can get participants out of retirement savings "ruts" and get them to engage more with...
Participants Say They Have the Knowledge, but Do They Use It?
The majority of retirement plan participants surveyed said they have knowledge about their retirement plan and fees, but while the...
SOA Finds Retirement Focus Greater for Married/Partnered Versus Singles
Those married or partnered are more likely to place a high priority on saving for retirement than single individuals (64%...
Reducing Financial Fragility Important to Improving Retirement Savings
The Society of Actuaries says financial wellness programs need to be designed so individuals of different fragility levels can connect...
Saving for Retirement, Emergencies a Struggle for Sandwich Generation
The strain of supporting other family members financially is taking a toll, PNC learned in a survey.
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NTSA Launches Financial Literacy Program for Teachers and Staff
The new National Tax-Deferred Savings Association education program is delivered via certified retirement education specialists and is vendor-neutral.
Americans Say Lawmakers Don’t Understand Difficulty in Preparing for Retirement
Eighty percent of Americans polled by the NIRS think the government should make it easier for employers to offer pensions,...
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America Saves Week Promotional Materials Available
An online digital toolkit includes sample content for blogs, emails, newsletters, and more.
DC Plan Averages Don’t Tell the Whole Story
It’s important to know how different employee groups are benefitting from a defined contribution (DC) plan so unique issues can...
Health Shocks Drive Many to Retire Earlier Than Planned
CRR researchers find health shocks play the largest role in causing early retirements, both because people in bad initial health...
Hearing Witnesses Offered Recommendations to Promote Retirement Savings
Recommendations included conducting a comprehensive review of the American retirement system, educating small employers about plan options, allowing for open...
EBRI Reassesses Whether DC or DB Plans Are Better for Participants
A new EBRI research report compares the outcomes of participants in automatic enrollment 401(k) plans versus defined benefit (DB) plans;...
Investing for the Future Improves Sense of Financial Well-Being
BlackRock says easy-to-use investment solutions could help alleviate both financial and emotional barriers to saving and investing for the long...
Most Retirees Report Being Financially Sound
A survey found retirees have better financial habits than those who are employed.
Female Gen Xers Face Greater Retirement Savings Shortfall Than Males
Defined contribution (DC) retirement plan eligibility and auto portability can have a large impact on reducing retirement savings shortfalls, the...