Data and Research | October 23rd, 2023 Union Members Report Faring Better Financially, Yet Take More Loans Loans and hardship withdrawals from a retirement savings account are more prevalent among Taft-Hartley plan members, with Gen Xers leading...
Data and Research | October 16th, 2023 Women Still Less Likely Than Men to Feel Ready for Retirement Generation X women are also the least likely to have a financial plan, according to a Northwestern Mutual study.
Data and Research | October 11th, 2023 Youngest Workers Feel They Face Most Retirement Obstacles Workers from Generation Z say the cohort experiences higher financial stress than other generations, affecting their job performance, according to...
Data and Research | October 10th, 2023 Women Making Retirement Savings Progress, Fidelity Finds A higher percentage of women are saving for retirement than four years ago, and women are staying the course when...
Data and Research | October 4th, 2023 Social Security Will Not Provide Sufficient Retirement Income for Low-Wage Workers Low-income workers can delay retirement, liquidate home equity and utilize a workplace retirement plan to improve their retirement readiness, new...
Data and Research | May 25th, 2023 Millennials Retirement Readiness Fell the Most From 2020 Average retirement account balances increased by 5% from last quarter, in positive movements.
Data and Research | May 3rd, 2023 Annuities Hit All-Time Quarterly Record LIMRA reports that retail annuities are booming, even as new research from PGIM shows that 34% of plan sponsors are...
Benefits | April 18th, 2023 Employees Favor SECURE 2.0 Mandates, Larger Matches Plan sponsors may bolster retirement plan engagement and contributions with SECURE 2.0 enhancements, a Natixis survey shows.
Data and Research | April 10th, 2023 Target-Date Funds Have Normalized Workers’ Equity Allocations Extreme and age-inappropriate allocations by workers to equities, of either 100% or nothing, have been solved by the Pension Protection...
Data and Research | April 10th, 2023 US Workers Increasingly Worried About Retirement Lifestyle Affordability Rising costs have driven an increase in the rate of Americans who worry they might not be able to afford...
Data and Research | February 23rd, 2023 Retirement Accounts Up Despite Inflation, Volatility Fidelity data shows that 74% of workers globally cite cost of living and inflation as sources of stress.
Data and Research | January 20th, 2023 Research Shows Workers’ Poor Grasp of Target-Date Funds Plan sponsors may need to bolster participant education for how target-date funds work, according to data from MFS.
Data and Research | November 18th, 2022 Empower Participants’ Retirement Savings Fall Despite savings rates decreasing slightly, 75% of study respondents are not planning to reduce retirement contributions.
Data and Research | November 16th, 2022 Language Messaging For Retirement Planning May Be More Dependable Communication A New Capital Group survey examines the role of language and imagery in communicating with participants.
Data and Research | October 13th, 2022 Knot of Financial Challenges Derails Saving for Retirement Goldman Sachs Asset Management finds a ‘financial vortex’ of challenges in competing financial priorities is preventing participants from saving sufficiently...
Data and Research | October 10th, 2022 Millennials Would Liquidate Retirement Assets in Market Slump Millennials would cash out their retirement plan assets in a market downturn, research shows.
Data and Research | August 8th, 2022 Workers Worry About Retirement Income as Prices Spike Millennials lead Generation X and Baby Boomers in believing that they won’t receive any benefits from Social Security upon retirement.
Data and Research | July 29th, 2022 Retirement Confidence Has Declined Across Generations Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.
Data and Research | July 18th, 2022 401(k) Participation is High, But Few Contribute Up To IRS Limit Gen Z women surpass the men in accumulated retirement savings with higher account balances on average, says a new report.
Data and Research | July 13th, 2022 Biggest Investor Worries Are Inflation and Recession Risk Investors put heavier weight on retirement income protection than financial professionals.