Data & Research August 8th, 2023 BofA: Hardship Withdrawals Up 36% As More Prioritize Short-Term Needs Distributions were down and hardship withdrawals were up, though overall saving rates remained steady, according to the bank’s latest participant...
In Practice June 21st, 2018 PSNC 2018: Educating Participants on Plan Data Plan sponsors have a duty to alert and inform participants of any data changes, and ensure they are receiving the right education on it.
In Practice June 20th, 2018 PSNC 2018: Participant Advice in an Era of Fiduciary Uncertainty Participant advice has highly progressed in the latest years, with the introduction of mobile technology and advanced systems, but how will it change under the new fiduciary rule...
The Markets June 20th, 2018 PSNC 2018: Investment Lineup Design and Construction Can Safeguard Retirement Savings Panelists discussed numerous investment options that can push additional retirement savings.
Data & Research February 22nd, 2018 DC Plan Investors Stayed the Course in the First Nine Months of 2017 Only 2.4% discontinued contributions, a mere 2.8% took withdrawals and just 1.3% took hardship withdrawals, ICI data show