Nearly All Americans Suffer Financial Stress
Amid high levels of financial stress, a quarter of Americans believe a financial plan would alleviate their anxiety, a survey says.
Tag: Retirement Income
Americans Define Financial Success as Being Able to Retire Comfortably
In the past, home ownership served as the benchmark.
Employers Say Employees Prefer Outside Investing Help
Companies are increasingly confident that their employees will be able to achieve a comfortable lifestyle in retirement, research from Transamerica shows.
Outliving Savings Is Top Retirement Concern
Americans fear that health care costs, inconsistent returns and lifestyle expenses will drain their savings.
Editor’s Letter
Trade-offs
The importance of teaching participants to defer gratification today ... for a better retirement tomorrow
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Standards of Excellence
Congratulations to the 2015 PLANSPONSOR Retirement Plan Adviser of the Year winners and finalists!
servicing strategies
The New Retirement
Many Boomers will need to work in retirement; advisers can help them plan for it
Hueler Makes QLACs Available to DC Plans
“QLACs can help ensure sufficient income later in life as Americans anticipate longer, healthier retirement years,” says Kelli Hueler, CEO Hueler Companies.
Report Finds ESOPs Have Outperformed S&P 500
Private employee stock ownership retirement plans (here limited to S corporation ESOPs) outperformed the S&P 500 in terms of total return per participant by 62% from 2002 to...
J.P. Morgan Offers Updated ‘Guide to Retirement’
The retirement landscape has changed, especially when it comes to market characteristics and how individuals want to live when they're retired.
Genworth Survey Highlights Retirement Shortfalls
According to the recent “Generational Planning Study” released by Genworth, nearly half (46%) of American adults give themselves a poor or failing grade when it comes to their...
Voya Identifies ‘Role Models’ for Retirement Readiness
By looking at the groups who scored highest in all categories in its Retire Ready Index, Voya offers an opportunity to better understand the traits, behaviors and practices...
Workers Need to Turn Retirement Saving Knowledge into Action
Americans do appear to have a fair understanding of certain personal finance concepts, and both workers and retirees agreed that they place a high degree of importance on...
The Principal Releases Retirement Transition Program
The Principal’s retirement transition program aims to build confidence and provide resources to pre-retirees.
EBRI Calculates Savings Needs By Age and Gender
A new analysis from the Employee Benefit Research Institute (EBRI) shows that timing really counts when it comes to successful retirement savings efforts: the earlier a person starts...
Near Retirees Can Expect $400K in Health Care Costs
A new report suggests health care costs will consume a rising percentage of Social Security benefits for future retirees.
Tangible Retirement Messaging Drives Better Outcomes
A new infographic presented by ShareBuilder 401k, which specializes in low-cost and exchange-traded fund (ETF) driven 401(k) plans, can help plan sponsors and advisers make the case for...
Empower Finds Four Drivers to Lifetime Income Success
Americans are on track to replace 58% of current income in retirement, and four factors can help increase that number dramatically, according to Empower’s 2015 Lifetime Income Score...
TIAA-CREF Study Compares IRA and DC Plan Use
Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...
Typical Working Households Have Little Retirement Savings
Nearly 40 million working-age households, or about 45% of all working-age U.S. households, do not own any retirement account assets.