Data and Research
Lowest-Earning Households Have Dimmest Retirement Prospects
Only 29% of Families on Track to Reach Their College Savings Goal
Americans of All Ages Are Worried About Retirement
Sponsors Need to Educate Participants About Managed Accounts
‘Empty Nesters’ Not Saving Enough for Retirement
Parents are failing to save additional money left over after their children become financially independent, according to a study by the Center for Retirement Research at Boston College.
Participants Interested in Retirement Plan Information on Social Media
403(b) Plan Sponsors Focusing More on Outcomes
Most Americans Concerned About Health Care Costs in Retirement
More than half of Americans in varying age groups are concerned about health care expenses in retirement, according to a survey by financial services firm Edward Jones.
Fidelity Survey Finds 401(k) Plan Sponsors Focused on Fiduciary Responsibilities
Plan sponsors are seeking retirement advisers who can consult on plan design and performance, with an all-time high of 86% of sponsors having made plan design changes in...
DC Plans Dominating Not-for-Profit Market
However, still more not-for-profit employees have access to DB plans than do for-profit company employees.
Retiree Health Care Cost Estimates Reach Record Level
Couples retiring in 2016 can expect to spend $260,000 on health care in addition to long-term health coverage in retirement, according to research by Fidelity.
Cause for Optimism and Concern in DC Stats
The majority of participants are confident their savings via DC plans will be sufficient to last throughout retirement, a LIMRA SRI survey finds—but it’s a fairly weak majority.
401(k)s Challenging the 3% Auto Enrollment Default Rate
DC Plan Participants Would Appreciate a Savings Nudge
An Analysis of DC Plan Retirement Income Generating Strategies
DC Participants Should Save More to Adjust for Future Market Expectations
Retirement Not Cited Among Top Election Concerns
Only 8% of workers surveyed selected retirement security as a top concern going into this year’s election.