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.
Data & Research June 5th, 2015 PSNC 2015: What Participants Really Want Looking for research-backed insights about retirement plan participant decisionmaking? We’ve got them.
Data & Research June 4th, 2015 PSNC 2015: Designing Plans for Optimal Outcomes What’s your definition of an optimal plan outcome?
Data & Research June 4th, 2015 PSNC 2015: Using Plan Design to Help Drive Engagement “Think about a moment in your life when someone did something for you to put you on the right path ...”
In Practice June 4th, 2015 Look to LinkedIn for Adviser Recruits LIMRA research finds promising alternatives to hiring from online job boards.
In Practice June 4th, 2015 Robo-Advisers Still Spark Adviser Ambivalence Advisers’ views are nearly tied on whether digital advice is irrelevant or competition to their business.
Data & Research June 3rd, 2015 Study: Many Older Households Lacking Savings The GAO reports that maybe half of near-retirees have no money put aside.
Data & Research June 3rd, 2015 401(k) Participants Feel Angst Over Retirement Costs Many retirement plan participants worry about being able to meet their expenses in retirement.
Data & Research June 3rd, 2015 PSNC 2015: Top Trends in Retirement Planning Anyone who has cut their teeth in the retirement benefits space knows perennial change simply comes with the territory.
Data & Research June 2nd, 2015 Don’t Know Much About … Retirement Plan Fees About 42 million people are unaware they pay fees on their work place retirement plans, research says.
Data & Research June 2nd, 2015 Few Have Retirement Distribution Plans More than half (56%) of retirement plan participants have no strategy for making their money last throughout retirement.
Data & Research June 1st, 2015 Study Finds "Secrets" to Retiring Early The Allianz “LoveFamilyMoney” study examines patterns among American workers who plan to retire early.
Data & Research May 28th, 2015 DC Participants Could More Actively Manage Portfolios An analysis from Aon Hewitt suggests there’s an opportunity for retirement plan participants to be more proactively involved with their accounts and improve long-term savings.