Browsing Tag
Defined Contribution Plan (DC Plan)
300 posts
Combining Annuity with Drawdown Strategy Balances Retirement Income with Liquidity: White Paper
T. Rowe Price paper reveals how doing so can provide a high level of retirement income; Company also announces 2025 launch of new investment institute
October 3, 2024
Employees Prefer In-Plan Retirement Income Features
The DC survey from Invesco underlines the idea that more participants want to be involved in their retirement investments
October 2, 2024
‘Financial Grit’ Among Key Behaviors Overcoming Savings Vortex
The annual study by Goldman Sachs Asset Management identifies leading behaviors and benefits that can help workers achieve retirement success
September 26, 2024
2025 No Time for a Retirement Tax Hike: ICI CEO
Investment Company Institute leader Eric J. Pan warns lawmakers likely to consider tax policy changes next year that will harm retirement investors—which he stresses would be a mistake
September 25, 2024
Credit Card Debt, Caregiving Among Key Financial Strains for Participants
Others surveyed by Edelman Financial Engines list inflation and market volatility as top financial worries
September 25, 2024
How Public Employee Spending Spikes Damage Financial Wellness (and Contribution rates)
New research shows all-too-common “spikes” hike credit card debt and DC plan loans while slashing plan contribution rates
September 24, 2024
How a Lack of Benefit Education Curbs Employee Participation in 401(k)s
Report finds 73% of workers want more education on company benefits, but HR administrative burdens are getting in the way
September 20, 2024
U.S. Retirement Assets Hit $40T
DC plan assets increased 1.9% from March, finds the Investment Company Institute
September 19, 2024
Most Advisors Talking Retirement Income with Participants: BlackRock
2024 Read on Retirement survey finds 81% are discussing strategies with clients
September 19, 2024
Retirement Income and Personalization Among Key 2024 DC Trends
The latest DC study by T. Rowe Price highlights the increasing value of retirement income, personalization, and other top trends
September 17, 2024