Data and Research Archives | Page 59 of 110

Data and Research | June 27th, 2018

Gig Worker Financial Woes Could Affect Retirement Ability

“These findings are a call to action for advisers, employers and policymakers, who have the ability to help gig workers set up retirement savings plans, acquire adequate insurance...

Data and Research | June 27th, 2018

Many Americans Prioritize ‘Wants’ Over Saving

Four in ten Americans (40%) admit that they have tapped into their savings to pay for something that they really want, but didn’t absolutely need.

Data and Research | June 27th, 2018

Only 20% of Workers Believe They Are Saving Adequately for Retirement

On top of this, more than three in four worry Social Security could be extinct by the time they retire.

Data and Research | June 26th, 2018

Recordkeeper Market Caters to All Plan Sizes, but Differently

The 2018 PLANSPONSOR Recordkeeping Survey has found smaller plans tend to align with adviser-centric recordkeepers or those supplying core business services—e.g., payroll—while larger plans migrate toward providers offering...

Data and Research | June 26th, 2018

Gen Xers Show Stunted Retirement Preparedness

More than one-third of Gen Xers say they have no money at all saved for retirement, and 29% expect Social Security to be their primary source of retirement...

Data and Research | June 25th, 2018

ARA Study Finds Electronic Delivery of DC Plan Disclosures Can Save Money

Current regulations requiring paper delivery of participant DC plan information can cost investors between $350 to $500 million per year, which can reduce the average account balance by...

Data and Research | June 25th, 2018

Retirees Say Income Replacement Needed Not As High As Pre-Retirees Think

Half of retirees say they spend less in retirement than they did in their working years.

Data and Research | June 21st, 2018

Retirees Find Creating a Drawdown Strategy Is Complex

"Having a plan in place to manage their finances can help retirees feel confident about spending their assets and address the fears that may be holding them back,”...

Data and Research | June 19th, 2018

Firms Offer Framework for Planning for Retirement Health Costs

Due to the variations in a person’s life and health status year over year, joint research from Vanguard and Mercer encourages investors to focus on factors they can...

Data and Research | June 19th, 2018

Brokerage Accounts, Dividends Critical Sources of Retirement Income

Together, they supply 40% of retirees’ income.

Data and Research | June 14th, 2018

PSNC 2018: Retirement Security at an Inflection Point, Part 2

The trust and expectation that employees place in their employers to help them prepare effectively for retirement is stronger than ever, and this is both a burden and...

Data and Research | June 13th, 2018

PSNC 2018: Spending in Retirement and Financial Shocks – Fact and Fiction

EBRI’s Lori Lucas tells PLANSPONSOR National Conference attendees that retirees actually spend less than the industry suggests employees save for retirement, and there are different reasons for that.

Data and Research | June 13th, 2018

Male Millennials Have 34% More Saved Than Their Female Counterparts

The women are also far more risk-averse, PNC Investments learned in a survey.

Data and Research | June 13th, 2018

Divorce Negatively Impacts People’s Retirement Readiness

The Center for Retirement Research finds that the net worth of non-divorced households is 30% higher than for divorced households.

Data and Research | June 11th, 2018

DC Plan Sponsors Are Focusing on Long-Term Retirement Objectives

A T. Rowe Price survey discloses how defined contribution plan sponsors understand several retirement planning objectives and risks.

Data and Research | June 11th, 2018

Measurement of Retirement Success Varies Based on Different Assumptions

An analysis by the Employee Benefit Research Institute finds 57.4% of U.S. households are on track to be able to cover 100% of expenses in retirement, but if...

Data and Research | June 11th, 2018

Millennials Say They Are Savers

But, TD Ameritrade finds only 38% are saving for retirement.

Data and Research | June 7th, 2018

Americans Place Returns Above Values for Investments

While many prioritize social investments and community welfare when choosing investments, most opt for performance first and a profitable company whose values they disagree with vs. a struggling...

Data and Research | June 7th, 2018

Continuous Financial Education Improves Retirement Outcomes

A research report says "financial education delivered to employees around the age of 40 will optimally enhance savings at retirement close to 10%. By contrast, programs that provide...

Data and Research | June 7th, 2018

Most Americans Have Not Figured Out How Much is Needed to Retire

Among those who have made an estimate, the median amount is $650,000, Bankrate.com learned in a survey.