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Paper or Online? Retirement Plan Participants Can’t Decide

Approximately 60 million Americans save for retirement through an employer-sponsored retirement plan, like a 401(k) or 403(b) plan. At least quarterly, these retirement plan participants receive account statements, disclosures and written communications to help them monitor their savings, understand the choices they have made within the accounts and the costs associated with these investments.

A Conversation With Jason Dorsey

MarketFacts recently spoke with Jason Dorsey, as a follow-up to his engaging presentation — Crossing the Generational Divide — at the 2021 LIMRA Annual Conference.

LIMRA: Helping Women Protect Their Families With Life Insurance

Women make up a significant market opportunity for the life insurance industry. According to the 2023 Insurance Barometer Study, 54 million women believe they need (or need more) life insurance, which represents 44% of both life insurance owners and non-owners. In general, women are less likely than men to own life insurance.

Only 31 Percent of American Workers with Non-Mortgage Debt Save for Retirement Outside the Workplace

Consumer debt is at an all time high. As of the fourth quarter of 2017, the total household consumer debt reached $13.2 trillion.1 LIMRA finds most American workers – about 7 in 10 – currently hold some type of non

LIMRA SRI: Twice as many clients with a formal retirement plan are satisfied with their advisors than those without one

Retirement planning can be challenging for everyone that is involved. For clients, it can be stressful to plan the golden years of your life and consider the possible costs.

Helping Women Prioritize Life Insurance

According to LIMRA’s Insurance Barometer Study, in 2022, less than half of American women (46%) had life insurance coverage, seven points below the ownership rate of men (53%). This marks the sixth consecutive year of declines in the rate of women’s life insurance ownership.

How to Keep Your Employees Satisfied – Start with a Strong Retirement Plan

New LIMRA Secure Retirement Institute (LIMRA SRI) research suggests that “satisfied” employees are more likely to feel positive about their employer, their employer-sponsored retirement benefits, and more likely to feel their employers help them plan for retirement.

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