Retirement education

In a tough economic climate, Baltimore’s Gilman School went the extra mile to prepare its employees for retirement and buying a first home.

Plan sponsors can benefit from the firm’s new FidelityConnect website, which provides a snapshot of every corporate retirement plan that is recordkept by Fidelity.

Plan sponsors can benefit from the firm’s new FidelityConnect website, which provides a snapshot of every corporate retirement plan that is recordkept by Fidelity.

Despite the efforts of the retirement industry, many baby boomers haven't taken to the variety of savings products available, according to the latest research.

As Americans age and remain in the workforce longer, end of career planning is becoming ever more important. Cammack Retirement’s Michael Webb shares five recent movements in the space.

In recent years, the number of employees who’ve started contributing to their 401(k) plans or increased their deferrals has grown significantly, suggesting employers’ messages are getting through.

Employers need to offer a broad range of investment options in their 401(k) plans, including asset classes that may do reasonably well in a low interest rate environment, according to TIAA’s Roger Ferguson.

This group tends to have low levels of financial literacy, even among those with high levels of education and income, finds a report from Principal Global Investors.

In recent years, the number of employees who’ve started contributing to their 401(k) plans or increased their deferrals has grown significantly, suggesting employers’ messages are getting through.

Despite recent lawsuits against the Department of Labor on the matter, the regulations will go into effect as planned, predicts adviser Robert Lawton.

Despite a recently launched lawsuit against the DOL, the rules will go into effect as planned, says adviser Robert Lawton.

Some 23% of Americans with jobs said they planned on being septuagenarian employees, up from 16% in 2009, according to recent research.

Industry organizations , including the U.S. Chamber of Commerce, allege that the DOL encroached on the U.S. Securities and Exchange Commission’s territory and overstepped boundaries for regulating broker-dealers that were established by Congress.

Plan sponsors should spend as much time developing education policy statements as they do an investment policy statement, says Jeffrey Hemker.

Women, in particular, are lagging in earnings and in the amount of income they’re saving for retirement, according to research from T. Rowe Price.

Retirement plan sponsors should spend as much time developing an education policy statement as they do an investment policy statement, according to Invesco’s Jeffrey Hemker.

Women, in particular, are lagging in earnings and in the amount of income they’re saving for retirement, according to research from T. Rowe Price.

While many are overloaded with student loan debt, which can hinder retirement savings, these workers have access to digital tools, including robo advisers, which other generations did not, finds new research from Financial Finesse.

Standard target-date funds may not serve best interests of 401(k) participants, according to Russell Investments’ Josh Cohen.

Standard target-date funds may not serve best interests of 401(k) participants, according to Russell Investments’ Josh Cohen.