June 3, 2015

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

Reported by PLANADVISER Staff

Closing the Gap: In the U.S., just over half (53%) of women have started saving for retirement, compared with 65% of men. Source: BlackRock Global Investor Pulse Survey

Nearly $25 Trillion: An analysis from the Investment Company Institute found that retirement assets of U.S. investors had reached $24.7 trillion as of December 31, 2014—up 1.7% in the year’s final quarter and 6% since year-end 2013.

Maximize Returns / Minimize Volatility: More than one-third (35%) of 401(k) consultants say the most important objective when evaluating target-date fund (TDF) glide paths should be to maximize asset returns while minimizing volatility, a PIMCO survey found.

Embracing Financial Wellness: According to a survey by Retiremap, the majority (59%) of plan sponsors offer a financial wellness program, and 15% intend to start one within the next six months. Just one in four plan sponsors (26%) still lack such a program.

“Coming together is a beginning. Keeping together is progress. Working together is success.” – Henry Ford