Data & Research November 20th, 2023 Fidelity Sees Quarter-on-Quarter Decline in Retirement Balances The third quarter also saw increases in withdrawals and loans as participants managed expenses amid inflation and higher borrowing costs.
Products April 9th, 2020 Securian Waives COVID-19 and Hardship Withdrawal Fees The firm is also offering free fiduciary and wellness services to employers.
Client Service November 8th, 2019 Ways to Combat Leakage The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching...
Trendspotting Addressing Participant Concerns If a sponsor does not respond, it could risk a civil and/or DOL lawsuit.