Tag: Enrollment participation

The firm says its latest technology solutions and consulting services will assist advisers and enterprises in complying with the Department of Labor’s fiduciary rule reform. 

A new research report examines key features of the emerging “gig economy,” drawing some important conclusions regarding traditional salary and benefit offerings. 

According to data from John Hancock Retirement Plan Services and Allianz Life, many Millennials have already fallen behind recommended retirement savings targets—but they also have time to recover...

In a recent survey of managers, IonTuition found nearly all saw value in offering their employees benefits such as student loan repayment assistance.

The Pension Benefit Guaranty Corporation is proposing to expand its existing Missing Participants Program to cover terminated 401(k)s and most other defined contribution plans. 

"By studying the experience of workers who participate consistently across several years, this study shows more accurately the extent to which steady, paycheck-by-paycheck saving and compounding investment returns...

Among the worrisome data points shared with this week with U.S. Senators on the Special Committee on Aging is that nearly half of individuals cannot easily cover an...

Defined contribution plan participant experience expert expresses real confidence in the industry’s ability to “solve the portability problem.”

The IRS has eased the timeline for investors hoping to avoid taxes and penalties while moving money plan-to-plan or to an individual retirement account. 

More 403(b) plan sponsors are also automatically enrolling participants.

Embracing a greater role in managing household finances and generating family income, Cerulli Associates research suggests women working in the U.S. are eager for financial advice. 

The industry standard of 3% is finally being challenged

Pensions are not entirely a thing of the past, but few employees in the for-profit private sector have access to a defined benefit plan, relying instead on defined...

They also value a match more than they do a salary increase.

More than three-quarters (76%) of parents would be willing to delay their retirement and 68% would be willing to get a second or part-time job to pay for...

Enhancements to the current enrollment platform offer an even faster pathway for hesitant or time-pressed employees to start saving in their company’s retirement plan, the firm says. 

Less than half of private-industry workers participate in employer-sponsored retirement plans, the Bureau of Labor Statistics reports.

As long as plan sponsors make (and document) a reasonable effort to locate missing participants and benefices, they can leave alone Lines 4I of the Schedule H and...

Millennials are the most diversified generation, according to a five-year analysis of Wells Fargo's book of business.

A new analysis uses data on all active employees of the Federal Reserve System to examine contribution behavior in the Thrift Saving Plans—granting insight into the behavior of...