Plan Participants Expect to Work Past Age 65
For plan sponsors, retaining older workers will require greater attention to plan designs that support workers at older ages.
Tag: retirement plan research
DC Plan Investors Allocating to Cash Because of ‘Fear’
Anxiety could keep investors from participating in equity market gains and growth, Schroders data shows.
Benefits |
States Lacking DB Plans Face a Challenge Retaining Workers
Alaska and Rhode Island are examining options for public retirement plans, as not having pension plans has made it hard...
MFS: Sponsors Expect to Reevaluate Investment Lineups
The investment reviews will happen as plan sponsors are even less confident than are participants about employees’ ability to retire...
PGIM and TIAA Rethink 4% Withdrawal Rule, Finding Retirees Can Spend More
For defined contribution plan participants, new research from PGIM and TIAA offers a fresh perspective on the usefulness of a...
Retirement Industry People Moves
Devane named a director at SageView; Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; and more.
Saver’s Match Could Benefit Participants and Sponsors
Implementing the Saver’s Match may benefit plan sponsors in multiple ways, finds the Collaborative for Equitable Retirement Savings.
Benefits |
Lower-Paid Workers Want Emergency Savings Options
Low- and moderate-income workers understand the importance of establishing emergency savings accounts and want options, research finds.
Data Inform Public Sector Employers on How Workers 35 and Under Were Recruited
A MissionSquare Research Institute brief explores the sentiments of younger public sector workers by race and ethnicity and explores motivations...
Benefits |
DB Plans’ Experience Provides No Playbook for DC Plans to Incorporate Private Equity
According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...
PGIM Launches Retirement Confidence Index
The dataset provides plan sponsors with information on U.S. workers, controlled for demographic factors, and will be updated quarterly.
Retirement Industry People Moves
Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more.
Benefits |
Market Strong for Plan Sponsors to De-Risk DB Plans, According to Agilis
The pension and investments manager expects de-risking strategies to remain attractive in 2024.
MissionSquare Identifies 5 Key Public Service Workforce Trends for 2024
Expanding and enhancing retirement plan features is among the top trends based on the company’s 2023 research.
Benefits |
Plan Progress Webinar Series: Plan Benchmarking
Using retirement plan data and a mission statement to define and measure success.
Retirement Industry People Moves
Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.
Study Informs DC Plan Fiduciaries of Trends, Outcomes of Private Real Estate Allocation
A Defined Contribution Alternatives Association research paper examined the case for plan sponsors to consider private real estate in retirement...
Fidelity: Retirement Plans Have Increased Focus on Recruiting, Retaining Workers
Plan sponsors’ satisfaction with meeting their goals has also increased, according to Fidelity Investments’ annual survey.
Plan Sponsors, Participants Want Retirement Income Education
Despite different perceptions of retirement readiness, both plan sponsors and participants understand the importance of grasping the details of how...
CalSavers Sees Retirement Plan Registrant Increase
Other state plans lag behind, but the Golden State’s program continues to welcome more registered employers and participant-funded accounts.