Tag: Enrollment participation

The complaint suggests the companies engaged in “Tammany-like” collusion to steer assets into more favorable investments; both providers have issued strong denials and requests for summary judgement. 

Whether saving in a 401(k) or not, the majority of survey respondents say their investment confidence would grow dramatically with the help of a financial professional.

This is according to a survey by the Committee on Investment of Employee Benefit Assets Inc. of its members.

The motivation for creating the Outcome Optimizer was born out of the understanding that plan sponsors and business owners are competitive by nature and, for the most part,...

However, among those, the take-up rate was only 75%, according to the Bureau of Labor Statistics.

They allow the plan to give higher contributions to the owners.

Robust plan design, education and the use of digital tools can increase employee engagement with their retirement plans, the firm's Plan Wellness Scorecard shows.

FICO's latest consumer finance trend research finds only a third of consumers between ages 38 and 52 are confident they will reach their long-term financial goals.

As TIAA’s CEO for Institutional Financial Services reflects on the firm’s upcoming centennial anniversary, he’s confident Andrew Carnegie would be proud of where the company and its industry...

Prudential data shows fully 25% of women indicate that they don’t think they’ll ever be able to retire, compared to 14% of men.

Plan sponsors need to take a closer look at the various components that determine the health of a plan in order to remain compliant with regulators and to...

The three-day event featured speakers from the DOL, top ERISA law firms and plan providers, as well as high-performing plan sponsors from across the U.S.

Women with children are much more likely than men to see job disruptions and a loss in retirement savings, warns a new MFS survey. 

DC plan providers are turning to cloud-based technology and other solutions to redesign communication geared toward different generational groups.

Experts ask, what role can or should the retirement plan adviser play in pushing employers to be more paternalistic and generous with employee benefits? 

Stress testing the impact of individual behavior and circumstance, along with market returns, can be especially useful. 

A new bill introduced by Senate minority Democrats, seeking to protect ERISA exemptions for state- and city-run retirement plans for the private sector, would likely be made redundant...

Research of its clients by Fidelity finds that increased savings rates and positive stock market performance resulted in a record average 401(k) balance for Q1 2017.

Most participants are taking advantage of the combined benefits an HSA and 401(k) have to offer, but there is still a gap in knowledge of HSA basics among...

Small-business employees in Connecticut will soon be able to access retirement planning services administered by the state, and their employers have a variety of opinions about what this...