Tag: Enrollment participation

A new research paper finds that defined contribution (DC) retirement plans, such as 401(k)s, play a growing and important role in...

Principal PlanWorks, from The Principal Financial Group, is designed to improve the retirement readiness of retirement plan participants.

Accounting for the source of funded ratio increases within defined benefit (DB) plans is critical for preventing imprudent fixed-income purchases, new research shows.

Data from the quarterly Allstate/National Journal Heartland Monitor Poll reveals many Americans are falling behind on key retirement savings goals.

Access to financial planning and financial wellness resources is important to enjoying a comfortable retirement.

A new survey finds a positive attitude about retirement positively affects savings habits and results.

Millennial women show strong interest in personal finance but often lack the confidence to take action alone on investment decisions, a study shows.

Participants in employer-sponsored retirement plans are prepared to reduce 401(k) account contributions to mitigate worries over health care expenses, the Mercer Workplace Survey finds.

The Principal Financial Group introduced a retirement education program designed to encourage Hispanic employees to participate more in retirement plans.

A new global report suggests young workers lack the resources to start saving effectively for retirement, despite enthusiasm over employer-sponsored retirement plans.

Participation in employer-sponsored retirement plans has been generally stable since 2011.

The first half of 2013 saw little change in saving and withdrawal activity among employer-sponsored defined contribution (DC) plan participants, an Investment Company Institute (ICI) study found.

It can improve participants’ portfolio construction, asset allocation and also participant outcomes. So what should advisers tell reluctant plan sponsors about auto re-enrollment?

Since its introduction nearly 30 years ago, the 401(k) has evolved from a perk for high-paid executives to an essential benefit to finance the retirement of the middle...

Lingering financial strains exacerbated by slow economic growth continue to push middle class workers’ priorities away from retirement savings and towards monthly expenses, according to the 2013 Wells...

To advisers, it’s poor money habits. To sponsors, it’s inadequate participant engagement in the workplace retirement plan. But the result is the same: room for improvement.

Several factors have created a retirement funding gap that is estimated to be as high as $6 trillion, said panelists in a discussion at BlackRock.

Two things always on a plan sponsor’s mind—retirement readiness and fiduciary responsibility—are opportunities for retirement plan advisers.

Are you afraid of the dark? Plan sponsors have many concerns about their retirement plans and participants that could keep them up at night.

Engaging employees in their retirement plans involves simplicity, connection and accurate diagnosis.