Tag: Enrollment participation

Retirement plan participants’ savings rate is the most important factor for ensuring successful retirement savings outcomes.

Most American workers spend less time per year managing an individual retirement account (IRA) than it takes to choose a restaurant on a special occasion, according to an...

Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.

Fidelity Investments made its workplace benefits application, NetBenefits, available to iPad and iPad Mini mobile tablet users.

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

More than one-third of employees are not prepared for retirement, says a new survey.

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...

A new analysis from the LIMRA Secure Retirement Institute shows many older workers have balances left in old employers’ retirement plans that may not be receiving adequate attention.

Insurance and financial services firm Nationwide Financial has integrated LPL Financial LLP’s Worksite Financial Solutions platform into its 401(k) products.

Fourth quarter 2013 data for defined contribution (DC) plans administered by MassMutual shows savings and investing improved for different demographic groups.

A survey shows Millennials are not quite as committed to saving for the long term compared to their Generation X and Baby Boomer counterparts.

The retirement services division for OneAmerica will work with personal finance broadcaster Peter Dunn to offer participants tips on retirement planning.

A new analysis from investment intelligence firm Strategic Insight shows plan sponsors have enhanced key features and processes within their retirement plans over the last several years.

Broadridge Financial Solutions reached an agreement with Pension Data Resources, Inc., to provide clients with plan assessment and benchmarking capabilities based on compiled Form 5500 data.

BPAS, a provider of retirement plan administration services, launched the “Retirement Gap Report” report to help clients assess the overall health of their retirement plans.

The investment options are unfamiliar to a third of plan participants and the wide variety of choices is confusing, which can mean an opportunity for education and advice.

Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in...

Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.

A greater focus on participant outcomes and their own fiduciary responsibilities may be leading more plan sponsors to adopt managed accounts for their retirement plans.