Data and Research | July 24th, 2020 Plan Sponsors Should Focus on Life Events Rather Than Generations in Communications Employees in a survey from Empower Retirement say they believe their views are created by personal experiences and characteristics, not...
Opinions | May 5th, 2020 Barry’s Pickings: OK Boomers Michael Barry, president of O3 Plan Advisory Services LLC, discusses repercussions of the COVID-19 pandemic that will affect retirement for...
Data and Research | May 1st, 2019 Wells Fargo Suggests Various Approaches to Retirement Saving Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X...
Data and Research | April 17th, 2019 Gen X Struggling Most With Retirement Readiness and Confidence However, among all age groups, the most frequently cited retirement fear is outliving savings.
Data and Research | January 23rd, 2019 Generation X Not As Confident About Retirement Readiness As Baby Boomers Both groups have saved or are on track to save $700,000 or less; however, Boomers think that is adequate savings,...
Investing | November 20th, 2018 Retirement Plans a Big Source of Mutual Fund Investing for Millennials By comparison, the majority of mutual fund investing for Baby Boomers is outside of an employer-sponsored retirement plan, Investment Company...
Data and Research | October 23rd, 2018 Millennials Say They Find Financial Planning ‘Exciting’ However, 82% of Millennials say their financial planning needs improvement.
Data and Research | October 15th, 2018 Boomers More Confident in Their 401(k) Than Ever However, 20% said they do not understand the process for withdrawing money from their 401(k) in retirement, according to a...
Data and Research | July 23rd, 2018 Millennials Seek Out Advisers They Can Trust They also value financial planning more than a bonus.
Data and Research | May 24th, 2018 Millennials Preparing for Retirement Better Than Other Generations Did More than one-quarter of Millennials have more than $100,000 in retirement savings, with an average of 30 to 35 years...
Data and Research | March 20th, 2018 Three in Ten Baby Boomers Haven’t Prepared a Retirement Budget Sixty-five percent have not budgeted for unforeseen health-related expenses.
Data and Research | February 8th, 2018 Boomers Want Retirement Income They Cannot Outlive However, 45% said they do not know how to select a retirement income product, according to a survey by fixed...
Administration | February 6th, 2018 How to Help Different Generations With Retirement Savings Challenges Employees of different generations have different needs when it comes to planning and saving for retirement.
Data and Research | January 23rd, 2018 Millennials Face Many Challenges in Preparing for Adequate Retirement However, researchers say their outcome could possibly improve, given the fact that they still have a long time horizon to...
Benefits | October 18th, 2017 Participant Knowledge of HSAs Reveals Some Gaps A study shows consumers might not understand health savings accounts as well as they believe.
Investing | September 26th, 2017 Investors Fear Portfolios Not Diversified Enough to Protect Against Volatility A recent survey found that across generations, investors are almost equally concerned that their returns won’t secure adequate retirement savings.
Data and Research | September 25th, 2017 Boomers Embracing Saving Mentality Baby Boomers are adopting better financial habits, but Millennials may be overconfident in theirs, a study by Allianz finds.