Data & Research June 17th, 2015 Overcoming Plan Sponsor Inertia It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.
Data & Research June 17th, 2015 Professor of Economics Proposes Retirement Reform The proposals include universal retirement accounts and a change to the treatment of tax incentives.
Data & Research June 17th, 2015 Automatic IRAs Would Help with Retirement Crisis Just how much they would help depends on several factors, EBRI finds.
Data & Research June 16th, 2015 GAO Finds Overactive Participant Trading Is Rare Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.
Data & Research June 16th, 2015 MassMutual Finds Hispanic Workers Need Social Security Info Hispanic workers polled by MassMutual revealed a concerning lack of knowledge about Social Security.
Data & Research June 16th, 2015 Addressing a Global Wave of Retirement Unreadiness What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?
Data & Research June 16th, 2015 Job Seekers Want a Retirement Plan Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.
Data & Research June 15th, 2015 Social Security Quiz Stumps Most Americans Few understand their eligibility, a MassMutual survey finds.
Data & Research June 12th, 2015 Towers Watson Says Managed Accounts a Better QDIA These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
Data & Research June 11th, 2015 No Surprise—Fees Remain a Top Topic The retirement plan industry shows little sign of dropping its focus on fees and lowering the cost of investing.
Data & Research June 11th, 2015 Millennials Have Financial Priorities Ahead of Retirement Saving Forty-five percent of “younger” respondents to a recent survey said they have student loan debt.
Data & Research June 10th, 2015 Public Policy, Individual Action TIAA-CREF’s president and CEO on how to stop the retirement crisis before it starts.
Data & Research June 10th, 2015 Advisers Can Help Sponsors Tackle Plan Problems Vanguard's annual study examines the rise of automatic plan features and sponsors' growing sense of responsibility for participant outcomes.
Data & Research June 10th, 2015 One in 10 Sponsors Looking to Replace Recordkeeper Fees and investment lineup are the primary motivators in the decision to keep or replace a recordkeeper.
Data & Research June 9th, 2015 Gen X and Millennials Anticipate a Rocky Retirement Current retirees are less stressed about finances and provide examples of additional preparation steps.
Data & Research June 9th, 2015 Wells Fargo Data Shows Auto Features Help Automatic enrollment and automatic asset allocation products are helping 401(k) participants save and diversify.
Data & Research June 9th, 2015 Comparing Lifetime Annuities and Structured Withdrawals A rigorous new study out of George Mason University takes a strong positive stance on using lifetime annuities over structured withdrawals.
Data & Research June 9th, 2015 Workers Value Overall Financial Education Ninety-five percent of workers believe financial literacy is important, LIMRA says, but their takeaways can vary.
Data & Research June 8th, 2015 The Emo Aspect Could Be Hurting Adviser Performance Over the past five years, packaged portfolios have outperformed adviser-driven portfolios, says new research from Cerulli Associates.
Data & Research June 8th, 2015 Electronic Disclosure Rules Are So Last Century, SPARK Says Overly restrictive rules make it difficult for plan sponsors and service providers to distribute plan information electronically, a paper says.