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1933 posts
Bridging the Retirement Savings Behavior Gap
J.P. Morgan Asset Management has data—lots and lots of data. Its recently released 2021 Defined Contribution Plan Participant Survey is turning heads and getting attention, specifically for what it found out about retirement plan participant behavior during the COVID-19 crisis.
National Retirement Security Month Kicks Off
NAGDCA survey reveals recordkeepers’ focus for 2021 awareness campaigns aimed at public sector plan sponsors
Top 5 Misconceptions About 401(k) Auto Portability
Nine in 10 plan participants surveyed thought that an auto-portability feature would be valuable
Retirement Readiness a Guessing Game for Most Investors
DALBAR study shows alarming lack of retirement knowledge, particularly among investors without a financial advisor
‘Super Savers’ Sock Away More for Retirement During Pandemic
Principal study finds more than half of gen X, Y and Z’s top retirement savers put away even more money than usual over the past 18 months
10 Trade Groups Ask to Extend Fiduciary Non-Enforcement Policy
The policy is set to expire on December 20
Don’t Fail to Protect Financially Naïve 401(k) Beneficiaries
Like the excessive fee debacle, it will probably take lawsuits to remedy this breach of responsibility
Vanguard Enhances its Target Retirement Series
Moves announced today to merge funds and launch new trust with higher equity allocation for retirees expected to lower investor costs by $190 million
Dems Poised to Slam Door on Mega-Backdoor Roth IRAs
Closing Roth conversion loopholes used by HNW investors being touted as a way to help pay for Biden Administration’s $3.5 trillion spending bill
401(k) Participant Views on Communication, TDFs and Lifetime Income
State Street’s latest DC Participant Survey provides insight on what’s still the best way to reach participants, TDF use and growing interest in retirement income resources