Client Service

Most employers who expressed disinterest cite lack of knowledge as a main driver for that decision, a new study finds. 

Allowing for partial withdrawals is among five tips the investment firm gives.

They continue to face several challenges, including lower pay than men.

Retirement plan sponsors and participants are not prepared for the lower expected investment returns in the future, BlackRock finds, and it suggests actions they can take.

Advisers who inquire about family obligations assert that they provide more comprehensive service.

Hispanic workers born outside of the United States have the lowest retirement plan participation rate of all other workers, but several strategies can help reverse the trend. 

DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities.

A new survey finds that only 27% of clients have been informed on potential loss in a market crash.

Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings.

Couples need to set financial priorities, and access to advisers can help, says David Ray with TIAA.

Three-quarters of divorced people in this age range don’t know enough about handling their personal finances.

Data shows many small business owners continue to work later in life, making them ripe targets for retirement advice and deep support with succession planning and wealth transitions. 

Retirement plan sponsors need help filtering out which providers of financial wellness education and solutions are free of conflicts and are really helping participants.

One of the first steps state-run plans for private-sector employees that have been passed are taking is issuing RFPs for recordkeepers and investment managers.

Forty-two percent of Gen Xers and Baby Boomers surveyed say they plan to mostly or entirely rely of Social Security.

Helping clients develop an estate plan may help them avoid certain tax consequences, Fidelity says.

Defined contribution plan sponsors are looking to negotiate recordkeeping fees, reduce revenue sharing and switch to lower-cost investments, a survey found.

In a report, the Council offers a framework for plan sponsors and providers to address cyber security issues.

A report from the 2016 ERISA Advisory Council makes recommendations for facilitating auto-portability, communicating to participants about plan-to-plan transfers, and discussing the transfer of state-run retirement program accounts...

Ted Benna, whom some call the ‘father of the 401(k),’ and Lori Lucas of Callan, offer suggestions to improve retirement security for Americans.