401(k) Specialist Issue 1 - 2016 - 9

401(k) NEWS YOU CAN USE
401(k) Advisor
Impact on Retirement
Readiness is ...
RETIREMENT PREPAREDNESS more than doubles when individuals and plan participants
work with an advisor.
Granted, they've got a pretty big dog in the hunt, but John Hancock's " 2015 Financial
Stress Survey " finds that 28 percent of 401(k) savers who work with an advisor were saving
the maximum allowed by law, versus 13 percent who do not. Overall, 70 percent of
those who work with a financial advisor are on track or ahead in saving for retirement,
versus 33 percent of those not working with an advisor.
Companies Look
to Keep Former
Employees'
401(k) Assets
IT'D BE NICE IF they'd make up their mind. First we're
told portability is key, and to take your retirement savings
when moving on from an employer. Now, however, said
employers are doing all they can to retain the assets of
their former employees.
The reason? The sheer size of the baby boomer demographic
has many worried their retirement will make it
more difficult for plan sponsors to hit breakpoints and
negotiate lower fees.
The Wall Street Journal reports " companies from
International Paper Co. to United Technologies Corp. are
increasingly urging employees to keep their nest eggs in
their corporate plans when they change jobs or retire. The
shift is turning companies and their plan managers into
big-and unexpected-competitors for the business of
overseeing retirees' money. "
According to the paper, the change is being
driven by the shifting economics of retirement as
baby boomers wrap up their working lives.
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ISSUE 1 2016 | 401kSpecialistmag.com 9
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401(k) Specialist Issue 1 - 2016

Table of Contents for the Digital Edition of 401(k) Specialist Issue 1 - 2016

Table of Contents
401(k) Specialist Issue 1 - 2016 - Cover1
401(k) Specialist Issue 1 - 2016 - Table of Contents
401(k) Specialist Issue 1 - 2016 - 1
401(k) Specialist Issue 1 - 2016 - 2
401(k) Specialist Issue 1 - 2016 - 3
401(k) Specialist Issue 1 - 2016 - 4
401(k) Specialist Issue 1 - 2016 - 5
401(k) Specialist Issue 1 - 2016 - 6
401(k) Specialist Issue 1 - 2016 - 7
401(k) Specialist Issue 1 - 2016 - 8
401(k) Specialist Issue 1 - 2016 - 9
401(k) Specialist Issue 1 - 2016 - 10
401(k) Specialist Issue 1 - 2016 - 11
401(k) Specialist Issue 1 - 2016 - 12
401(k) Specialist Issue 1 - 2016 - 13
401(k) Specialist Issue 1 - 2016 - 14
401(k) Specialist Issue 1 - 2016 - 15
401(k) Specialist Issue 1 - 2016 - 16
401(k) Specialist Issue 1 - 2016 - 17
401(k) Specialist Issue 1 - 2016 - 18
401(k) Specialist Issue 1 - 2016 - 19
401(k) Specialist Issue 1 - 2016 - 20
401(k) Specialist Issue 1 - 2016 - 21
401(k) Specialist Issue 1 - 2016 - 22
401(k) Specialist Issue 1 - 2016 - 23
401(k) Specialist Issue 1 - 2016 - 24
401(k) Specialist Issue 1 - 2016 - 25
401(k) Specialist Issue 1 - 2016 - 26
401(k) Specialist Issue 1 - 2016 - 27
401(k) Specialist Issue 1 - 2016 - 28
401(k) Specialist Issue 1 - 2016 - 29
401(k) Specialist Issue 1 - 2016 - 30
401(k) Specialist Issue 1 - 2016 - 31
401(k) Specialist Issue 1 - 2016 - 32
401(k) Specialist Issue 1 - 2016 - 33
401(k) Specialist Issue 1 - 2016 - 34
401(k) Specialist Issue 1 - 2016 - 35
401(k) Specialist Issue 1 - 2016 - 36
401(k) Specialist Issue 1 - 2016 - 37
401(k) Specialist Issue 1 - 2016 - 38
401(k) Specialist Issue 1 - 2016 - 39
401(k) Specialist Issue 1 - 2016 - 40
401(k) Specialist Issue 1 - 2016 - 41
401(k) Specialist Issue 1 - 2016 - 42
401(k) Specialist Issue 1 - 2016 - 43
401(k) Specialist Issue 1 - 2016 - 44
401(k) Specialist Issue 1 - 2016 - Cover3
401(k) Specialist Issue 1 - 2016 - Cover4
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