Retirement Confidence Up for No Good Reason: EBRI
The 2014 Retirement Confidence Survey shows Americans are more confident about their retirement prospects, but the data shows it's not because they're more prepared.
Even With Cost-Sharing, Workers Still Prize Benefits
Employees value their workplace benefits even more than they have in the past despite having to pay a larger share, according to a Guardian study.
Widows Not Likely to Fire Advisor After All: Russell
An oft-cited study says 70% of widows fire their advisor within a year of their husband’s death. A new Russell report disagrees.
HRAs Falling as HSAs Continue to Soar: EBRI
The number of HRAs, where employers reimburse health costs, fell in 2013 for the first time in a decade while HSAs continued to expand.
Don’t Break Our Thriving 401(k) System, Groups Urge Government
Wharton’s Olivia Mitchell weighs in on a study by three benefits groups calling 401(k)s a success and telling tax reformers to stay away.
How to Lose Clients and Alienate People on Social Media
An online connection is not a relationship. In fact, advisors who use social media indiscriminately may alienate clients, a report from The American College warns.
Financial Security Necessary to Be a Good Person: N.Y. Life Study
Members of Gen X and Gen Y are less satisfied with their financial situation than their parents, according to a New York Life study released Thursday.
New York Life Stresses Value of Auto-Enrollment
A survey found that if workers were automatically enrolled in a retirement plan at a 3% rate, just 11% would opt out.
Half of Workers Believe Comfortable Retirement Out of Reach
A comfortable retirement is still something many Americans fear they’ll have to do without, according to EBRI’s 2013 Retirement Confidence Survey.
Americans Would Pay Higher Taxes to Preserve Social Security
In fact, three-quarters of respondents to a National Academy of Social Insurance poll said benefits should be increased.