Tag: Enrollment participation

Taking a retirement plan loan can have a big impact on a participant’s retirement income, especially if the participant does not pay the loan back or stops contributing...

LPL Financial LLC is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners.

Nationwide announced enhanced retirement plan services to help advisers be more efficient.

The U.S. retirement plan landscape has moved from a defined benefit (DB) to a defined contribution (DC) approach, and now it is moving to an “undefined” contribution system, one Treasury...

For industry executives on one panel at the 2014 PLANADVISER National Conference, retirement plan sponsor and participant education is a three-part effort.

TIAA-CREF launched PlanFocus, a new website for retirement plan sponsors.

Aspire Financial Services launched an enhanced 403(b) enrollment and client service portal.

Defined contribution plan sponsors may find it challenging to get employees to engage in retirement saving and planning, but there are ways to get employees’ attention.

Women are showing more engagement in retirement savings plans than men, according to an analysis by MassMutual Retirement Services.

Rebounding from the economic downturn of 2008/2009, retirement plan participants and plan sponsors are renewing their focus on their retirement benefits.

In an effort to combat participant inertia, more plan sponsors are considering the process of re-enrollment, says a recent brief from J.P. Morgan Asset Management.

Many single parents prioritize saving for their children’s college costs over saving for their own retirement, according to an Allianz study.

Retirement plan sponsors should recognize that different age groups have different financial priorities and investment outlooks, according to Cogent Reports, a division of Market Strategies International.

Many recent retirees with 401(k) accounts or rollover IRAs are doing well financially and emotionally, according to a survey analyzing retirement spending.

The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.

Defined contribution (DC) plan participants on both sides of the Atlantic are worried about retirement, according to research from State Street Global Advisors (SSgA).

Average individual retirement account (IRA) contributions for tax year 2013 reached $4,150—a 5.7% increase from 2012 and an all-time high, according to Fidelity Investments.

A secure retirement is achievable, research says, if retirement plan participants start saving early and consistently—and at levels far above 3%. 

The average participant in the U.S. defined contribution (DC) retirement system is 43 years old and has saved $91,000, according to an industry benchmark report.

Savings in defined contribution (DC) retirement plan accounts recordkept by Fidelity grew 12.9% in the last year, to an average balance of $91,000.