Near-retirees broadly worry about future health care costs, the impact of inflation and market downturns—but relatively few are tackling the subject of income taxes in retirement.
The Employee Benefit Research Institute’s (EBRI) 28th annual Retirement Confidence Survey (RCS) finds the share of employees who feel very confident in their ability to live comfortably in...
When American workers were asked how helpful further education would be to achieve their goals, a large majority expressed the need for additional financial education.
A lack of sophisticated advice and support solutions for optimizing Social Security claiming decisions is holding employees back from achieving greater retirement security, warns Bill Meyer of Social...
Compared with those who seek out traditional advisers, “online enthusiasts” are marginally more skeptical of believing that financial services firms are working in their best interests, according to...
Part of the very light trading activity can be explained by the prevalence of target-date funds, the largest asset class in the Alight Solutions 401(k) index.
Survey data shows a sizable group of retirement plan participants have lowered their contributions in the last year to address debt, unexpected bills, health care costs and other...
Retired couples, according to EBRI research, can require up to $370,000 to cover premiums for Medicare Parts B and D, premiums for Medigap Plan F, and out-of-pocket spending...
Roughly four in five retirement plan participants said it would be at least somewhat useful to have additional information about investment fees, according to research from The Pew...
Financial planning guidance and Social Security counseling top the list of financial services Hispanics would like from their employers, according to a survey by MassMutual.