In 2012, 401(k) plan participants held 36% of their assets in diversified equities and another 13% in company stock, according to Spectrem in Chicago.
The Callahan Credit Union Financial Services Limited Liability Partnership will continue to serve as administrator for TRUST.
Johnson succeeds Chip Filson, chairman of Callahan in Washington.
Women are catching up with men when it comes to what they have saved and the rate at which they’re saving.
Three more credit unions have signed on with broker-dealer INVEST Financial Corp.
Three out of four investors with retirement money in a former employer’s plan have kept those assets there for five or more years.
OneAmerica survey finds mobile apps useful to about one-fourth of respondents; 67% of over-50 crowd found articles most helpful.
Says if a renewed focus on strengthening Social Security, Medicare and Medicaid is not taken seriously, the middle class will not have enough to retire.
MassMutual Trust and O.M. Financial Group partner in offering.
Now that Bank Transfer Day has come and gone, some credit unions have been working hard to expand those new relationships centered on one facet that longtime members often tout: loyalty.