Browsing Tag
Escalent
9 posts
Plan Sponsors List M&A Activity, Growth Among Top Reasons for Switching Recordkeepers
401(k) plan sponsors also cited cybersecurity concerns for recordkeeper switchups, found a Cogent Syndicated report from Escalent
Generations to Experience Wealth Transfer Differently
Escalent's survey breaks down wealth transfer inheritors by generation and analyzes how each will discuss and use their future wealth
One Year Later: SECURE 2.0 Impacts on Retirement Plan Advisors
A new Escalent report looks at the top SECURE 2.0 provisions influencing advisors, from RMDs to catch-up contributions
Participants Wing Retirement Saving Goals
Data from Escalent found 40% of participants admit to calculating their retirement savings off the top of their head
Why Digital Recordkeepers are Poised to Disrupt the Retirement Plan Market
Retirement Planscape report from Escalent identifies plan sponsor pressures, ranks likelihood of which digital recordkeeper firms they will consider for their 401(k) plan in the next 12 months
5 Key Topics Where Near-Retirees Want More Guidance
Allspring Global Investments’ annual retirement survey finds retirees are doing well, yet opportunities remain for near retirees to seek guidance from advisors and plan sponsors
Scary Number of Millennials Say They’ll Cashout 401ks in Market Downturn
Latest Cogent Syndicated DC Participant Planscape report from Escalent shows need for intervention and guidance to protect retirement savings
DC Plan Sponsors Stressed by Underperforming 401ks in Volatile Market
Latest Cogent Syndicated Retirement Planscape report from Escalent shows economic, political conditions impacting plan success, design
401(k) Advisors Working Overtime to Guide Existing Clients Through Pandemic
Sometimes it’s hard to think about generating new business when you’re focused on servicing existing clients. As new…