Data from a new PricewaterhouseCoopers (PwC) survey shows that firms using an independent investment adviser (80%) to help them manage their plan are, on average, more likely to...
The future of retirement plans may lie in automated savings arrangements, but that can’t be the only means of improving participation and employee engagement.
“We’d like to pat ourselves on the back saying we’ve helped people but the evidence is not in our favor,″ said Steve Ulian, Senior Vice President with Fidelity...
Nearly half (44%) of affluent Americans, and 53% of those with more than $5 million in investable assets, have assets remaining in a former employer's retirement plan.
The three stages of selling a retirement plan into a company, prospecting, proposing and closing all require preparation and creativity, according to Marilyn Pearson, Vice President at Merrill...
More than one-third of 401(k) plans (36%) have a match rate of 100%, an increase over the 26% of plans offering such a benefit in 2002, according to...