Tag: Education

It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.

A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven view of participant behavior that can help improve plan design and communications.

Automatic retirement plan features are gaining traction as a best practice way to help participants achieve retirement readiness, but one provider is taking them a step further.

Members of Generation X, those born between the early 1960s and the mid-1980s, have seen their retirement readiness degrade since the start of the Great Recession.

A strong majority of working parents already saving for their kids’ college expenses rank future education costs among the top reasons to save in 2014.

Results from PLANSPONSOR’s 2013 DC Survey show retirement plan sponsors turn to advisers more for help with investments than for individual participant guidance.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

A new study finds that for Hispanic Americans, the need to support elders and children is competing with the need to save for retirement.

New analysis concludes that Social Security benefits, along with 401(k) savings, can provide workers with an annual income level representing more than half of preretirement pay.

Cameron MacLeod joined actuarial and benefits consulting firm Nyhart to lead its national retirement plan growth initiative.

There is a strong connection between subjective life expectancy and retirement expectations, according to a new research paper.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

Consulting firm Mercer has released explanatory material about Social Security and Medicare that may prove useful to plan sponsors and advisers.

The Financial Services Institute (FSI) launched a mobile application providing independent financial advisers and financial services firms remote access to advocacy tools and industry updates.

CoPiloted, a Boston- and Seattle-based startup, wants to help workers grow 401(k) and individual retirement account (IRA) assets through a new managed account solution.

Participants tend to stay in-plan for a time after retirement, research shows, and may need help deciding how to preserve and maximize their account balance.

More employees are participating in employer-sponsored retirement plans, thanks to plan design changes, but there are still improvements that can be made.

Three-fourths (76%) of companies surveyed are somewhat or very likely to expand their focus on the financial well-being of their employees in 2014.

We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.