Employees Identify Potential Retirement Plan Improvements
A survey from ING U.S. Retirement Services shows that those in a workplace plan are more confident, informed, and proactive when it comes to their savings.
Tag: Defined contribution
More Retirement Plan Participants Want Investment Advice
Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...
Survey: Retirement Plan Cutbacks to Stay in 2010
A majority of employers that made changes to their retirement plans in response to the economic downturn expect to keep those changes in 2010, according to a new...
Principal Unveils Adviser-Based Asset Allocation Product
The Principal Financial Group has released RetireView, a product designed to help plan advisers help participants in their client plans choosing their optimum asset allocation.
Participants, Non-Participants Have Different Retirement Realities
Workers offered 401(k) plans exhibit more proactive retirement savings behaviors, demonstrate higher levels of knowledge about retirement investing, and are more confident in their ability to retire comfortably,...
investment-oriented
Hard to Fit
Despite interest by clients, ETFs are not a slam dunk in retirement plans
Small Businesses Still Struggle to Offer Retirement Plans
A study prepared for the U.S. Small Business Administration (SBA) found that nearly 72% of workers in small companies have no retirement plan available.
Target-Date CTFs Taking Hold in the DC Market
Collective trust funds (CTFs) are experiencing a renewed interest over the last few years in the defined contribution landscape, according to the latest retirement-focused research from Cerulli Associates.
DC Participants Sought More Risk in 2009
Throughout much of the 2009 market rally, activity as measured by fund flows within the Callan DC Index, was above average as participants sought to increase their exposure...
beyond (k)
403(b) aware
New 403(b) rules may offer opportunities for advisers to have a "client touch"
servicing strategies
Annuity in 401(k) Clothing
Next best thing to a pension, or just another tired solution in a box?
BofA Merrill Introduces Financial Wellness Tool
Bank of America Merrill Lynch is introducing a tool to its 401(k) plan sponsor clients designed to monitor and score the "financial wellness" of employees enrolled in their...
New Program Helps Advisers Manage 401(k) Assets of Individual Clients
Retirement Management Systems, Inc., said it launched an asset management program to help advisers manage the 401(k) assets of their clients.
investment-oriented
Who Needs an Adviser?
Picking the best solutions—even the best automatic solutions—still requires expertise
Americans Staying in the Workforce Longer
The labor-force participation rate is increasing for Americans ages 55 and older as they are faced with higher health costs and economic losses, according to a study published...
Fidelity Says Participant Balances Gained Good Ground in 2009
Fidelity Investments' 401(k) highlights from 2009 showed that many participants recouped much of their losses from 2008.
Consultant Choice Affects Investment Strategy at DC Plans
A study affirms the idea that defined contribution (DC) plans could end up with differing plan design features and results depending on the choice of service providers such...
Mercer Finds Equity Markets End 2009 Strong
Mercer’s fourth-quarter 2009 Defined Contribution Universe Summary found gains in all equity markets during the period.