Most Retirees Roll Assets Out of Retirement Plan
More than eight in ten did so with the help of an adviser.
Data and Research
Retirement Plan Participants Are Stressed, But Stoic
The updated Wells Fargo/Gallup Investor and Retirement Optimism Index pins investor confidence at the lowest level in nearly two years.
Multiemployer Plans Struggle with Growing Unfunded Liabilities
Increased employer contributions are still insufficient to cover growing unfunded liabilities.
Managed Accounts Can Be Talent Retention Tool
Managed account adoption has grown as employees face greater market uncertainty and employers look for ways to attract and keep top talent.
Most Gen Xers Dismal on Retirement Hopes
According to an IRI study, about three-quarters of Generation X doubt they will have enough money to support themselves throughout retirement.
Knowing Numbers Can Aid in Retirement Health Cost Planning
A report from JP Morgan provides hard data about expected health care costs in retirement.
Human Touch Improves Overall Financial Wellness
Financial Finesse found employees in a financial wellness program that engaged more with a financial professional rather than just using online tools made more progress.
Women's Financial Outlook Improves
Half are positive about their financial futures, up from 46% a year ago.
Less Than Half of Pre-Retirees Consider Themselves in Good Health
Many fear that less-than-ideal health, particularly in one's older years, could derail retirement savings.
Demographic Disparities in Retirement Assets Growing
Disparities by income, race, ethnicity, education, and marital status are growing, a report says.
Americans Lack Saving and Investing Confidence
The majority of Americans think saving for retirement today is more challenging than it was for their grandparents, in part because investing is more complex.
When Selecting TDFs, Sponsors Overlook Allocation
They are too focused on short-term performance and fees, MFS finds.
New Military Retirement System Could Hurt Retirement Pay
Retirement readiness outcomes will in part depend on service member actions.
Retirees Have Lessons for Planning for Retirement Income
Retirees are better prepared than pre-retirees for paying for expenses in retirement, a study finds.
Overconfidence Drives TDF Misuse
Participants may need even more education surrounding target-date funds and account choices to avoid misusing the investment, says a new Financial Engines study.
Poverty in Retirement a Harsher Reality for Women Than Men
A new report finds that women have substantially less income in retirement than men.
How Useful Are Replacement Rates in Planning for Retirement?
The GAO suggests more flexibility is needed in replacement rate planning tools.
A Mere 12% of Women Are Confident in Ability to Retire Comfortably
Transamerica takes a look at 16 factors setting women back when it comes to retirement.
Employees Expect Lower Standard of Living in Retirement Than Parents
More than three quarters (76%) think they won't enjoy the same quality of life as their parents.
Cost-Sharing Increasing in Employer Health Plan Designs
A Healthcare Trends Institute report also suggests employers are looking into private exchanges.