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PSNC 2023: Boosting Participant Engagement

By implementing automatic features, using targeted communications and speaking to participants on a personal level, plan sponsors will be more successful in driving engagement, according to experts.

United statesLisa garciaGeorge fraserKaren withamMichael kushnerFraser groupNational conference in orlandoContribution institutional investment associationSageview advisorySocial security

Staying in-plan: More 401(k)s keep retiree assets, adding products to help

More 401(k) sponsors want to retain participants, driving more in-plan retirement-income products, data published today by Cerulli show.

United statesTroy hammondJohn cunninghamDepartment of laborPlan sponsor council of americaSageview advisory groupBrandy longSageview advisorySecure actPlan sponsor councilHow america savesAlliant retirement

American adults say they need $1 27 million to retire comfortably

American adults surveyed by Northwestern Mutual say they will need $1.27 million to retire comfortably, up from $1.25 million last year.

United statesAditi javeri gokhaleGen xersSandra choSageview advisory groupNorthwestern mutualProgress studyJaveri gokhaleGen zersChad olsonSageview advisoryPointwealth capital management

Millennials getting jump on retirement saving, Natixis survey shows

Millennials are getting the message about the benefits of saving early for retirement, a study from Natixis shows.

United statesNina lloydMary beth franklinRobert pearlChristina nashSecurity board of trusteesSageview advisory groupDisability insurance trust fundsAdvisor groupNatixis investment managersSageview advisorySocial securitySocial security boardSurvivors insuranceOpus financial advisorsKnox grove financial

Rise in inheritances lifting wealth management business, study shows

Inheritances are no longer reserved for the wealthy, a Hearts & Wallets survey shows, in what could be a boon for wealth managers.

United statesNina lloydRob pearlLaura varasAdvisor groupSageview advisory groupWallets investor quantitativeOpus financial advisorsSageview advisory

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