Search results for: Millennials
Majority of Americans Expect to Use a Robo Adviser
Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.
Fidelity Analysis Shows Advantage of Long-Term Savings
In the past 10 years, the average 401(k) balance has grown 87%, from $56,900 in the third quarter of 2008, Fidelity Investments reports.
Pre-retirees Say Social Security and Pensions Will Not Fund Retirement
Instead, workers will source funding from their 401(k), IRA or other savings vehicles.
Harmonizing Retirement Benefits and Corporate Strategy
Great retirement plans can be found in all industries and geographies, says Mel Hooker at Wells Fargo; what unites them is a sense of purpose and an ability...
Another Survey Finds Saving for Retirement Is Employees’ Top Financial Concern
Monthly expenses are their second concern, The Standard found in a survey.
How to Interpret Participant ‘Stress’ About Retirement
In conversation with PLANADVISER, Lincoln Financial Group’s leader of retirement plan services explains why more Americans today cite “retirement” as their No. 1 financial stressor; in some ways,...
Millennials the Most Motivated to Develop a Financial Plan
Twenty-nine percent say financial planning makes them feel “excited and inspired,” a survey by Northwestern Mutual found.
Picturing Life in Retirement Boosts Savings
When asked to think about their life in their 60s, 70s and 80s, people said retirement savings should be increased by 31%, Capital Group found in a survey.
Sponsored by OneAmerica
Driving Retirement Readiness: Helping Sponsors Meet the Evolving Needs of Plan Participants
Interview with Sandy McCarthy
Sponsored by OneAmerica
Millennial Educators Want Adviser Help With Retirement Savings
Debt is getting in the way of saving for retirement, and many want help with investing, preferring to work with an adviser in person, a survey found.
Education About Tax Treatment and Fees Could Boost 401(k) Participation
Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.
Inertia Remains a Plan Sponsor Problem, Too
The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are...
Half of Millennial Business Owners Work With a Retirement Adviser
This is true for only 43% of all business owners.
Americans’ Top Financial Concern is Retirement Savings
However, only 33% are confident about their retirement readiness.
Excitement About Living Longer Overshadowed by Retirement Worries
Nearly three-quarters (72%) of respondents to a TD Ameritrade survey indicated they do not believe Social Security will cover their spending in retirement, and 51% said they do...
More Actions Needed to Secure Financial Future for Those Retired and Not
The 2018 Retirement in America Survey from First National Bank of Omaha found 69% of people not yet retired have not calculated how much money they will need...
Most Americans Identify Themselves as Savers
Financial wellness programs can leverage employees' financial personalities to decide their approach to financial wellness programs, PwC says.
Trendspotting
Most Millennials Have Appropriate Allocations
This is despite having lived through two bear markets
Editor’s Letter
Burying the Lead?
Investing is about how you behave more than it is about what you know
Selecting the Optimal Investment Lineup for HSAs
Most HSAs do not even have an investment component, but this will change, as health care brokers have been driving plan sponsor adoption of HSAs, but in the...