Beyond 401(k)s, Merrill Boosts Offerings to Corporate Clients
The wirehouse has created a new executive post to increase banking, wealth management and "financial wellness" services for corporate clients and their employees.
Vanguard Breaks Good News, Bad News on Retirement Savings
As participation grows, balances weaken; auto-enrollment levels remain a concern, but rise of target-date funds has improved portfolios.
5 Best Practices to Raise 401(k) Plan Participation
Using its experience managing 401(k)s for 3 million participants, Merrill reports on the most successful ways plan sponsors can encourage healthy retirement planning.
30 Best Big 401(k) Plans in 2015: BrightScope
There have been some shifts in the rankings since last year, and nine new honorees have made the list.
On a downward trajectory: Defined contribution plan fees
The median record-keeping fee in 2015 is $64 per plan participant, down from $70 a year earlier and $118 in 2006.
Could near-term thinking improve retirement savings?
If the horizons are in view, workers can become more engaged in their retirement savings plans, LIMRA says.
Millennials vs. boomers vs. Gen Xers: How they stack up in 5 charts
Almost double the percentage of millennials are saving a higher percentage of their income in 401(k) contributions.
For 401(k) plan participants, performance & balance are key
Participants in 401(k) plans need to start viewing their 401(k) as a major component of their retirement “pension."
Retirement Plan Participants Need You — Now!
The same advisors who will fight tooth-and-nail for a 401(k) rollover have no advice for the existing company 401(k) plan. You can change that.
Removing the Roth IRA Contribution Limit With 401(k) Dollars
Back-door routes to funding a Roth IRA have developed to allow clients to grow these accounts more quickly, including one that cuts right through the traditional, employer-sponsored 401(k).