Data and Research | March 11th, 2026 Younger Generations Eye Unconventional Asset Classes 8 in 10 Gen Z Northwestern Mutual survey respondents said they are considering high-risk assets because they feel financially behind...
Benefits | March 4th, 2026 Double-Digit Growth Again for 401(k), 403(b) Balances 401(k) balances increased by more than 11% and 403(b) balances rose 13%, according to Fidelity, the third consecutive year topping...
Benefits | October 2nd, 2025 Gens Z and X, Millennials Struggle to Save for Retirement Due to Competing Priorities A new Goldman Sachs Asset Management survey and report revealed 42% of workers across generational cohorts say they are living...
Benefits | September 29th, 2025 Gen X: ‘Do Not Make the Same Mistakes We Did’ The next cohort to retire shared its retirement saving regrets and advice for younger generations in a Cerulli report.
Benefits | September 15th, 2025 NIRS: Don’t Rule Out DB Options for Gen Z, Millennials A paper from the National Institute on Retirement Security debunked the myth that younger generations’ job-hopping means they are uninterested...
Opinions | October 23rd, 2024 Gen Z’s Optimistic View of Retirement May Turn Out to Be Justified Retirement confidence tends to fade with age, but widespread access to advice and educational resources could help buck the trend.
Data and Research | October 16th, 2024 HR Leaders, Gen Z Employees Misaligned on Savings Priorities HR decisionmakers and managers tend to misunderstand the financial priorities of Gen Z workers, according to new research from The...
Data and Research | July 12th, 2024 Gen Zers Most Confident About Retirement, but Still Worry About Outliving Savings For the third consecutive year, BlackRock’s survey finds at least 60% of respondents from all generations say they are worried...
Data and Research | July 8th, 2024 Plan Participants Expect to Work Past Age 65 For plan sponsors, retaining older workers will require greater attention to plan designs that support workers at older ages.
Participants | April 17th, 2024 Competing Priorities Pose Challenges to Gen Z, Millennial Workers Saving for Retirement Employers should encourage younger workers to build emergency savings before contributing toward the company match and paying off student debt,...
Data and Research | March 18th, 2024 Millennials Define Retirement as Time of Greater Flexibility, Not Workforce Exit While Millennials are moderately confident they will have sufficient retirement savings, many suffer from ‘money dysmorphia,’ new research shows.
Benefits | March 11th, 2024 Study Shows Gen Z Employees Not Taking Advantage of Health Savings Accounts Employees younger than 30 were the most likely to contribute $0 to their HSAs, according to a new Inspira study.
Data and Research | March 6th, 2024 Gen Z Employees Show Affinity for Increased Personalization in TDFs Young 401(k) participants were the most likely to share personal information to help tailor their retirement investments to their needs...
Data and Research | February 7th, 2024 Gen Z Outpaces Previous Generations in Retirement Savings The youngest generation in the workforce has saved almost three times the amount Gen X households had saved in defined...
Benefits | January 16th, 2024 Gen Z Employees Seek More Personalized, Year-Round Benefits Experience New MetLife data suggests that employers should re-evaluate their benefits strategies with this cohort’s needs in mind.
Data and Research | November 28th, 2023 Gen Z, Millennials to Seek Employer Support for Retirement Savings in 2024 Despite dealing with the most debt of any current generation, Gen Z and Millennial workers value saving for retirement and...
Benefits | October 26th, 2023 Time to Shine: Plan Sponsors Must Optimize Open Enrollment Window Most participants procrastinate in reviewing their benefits, and many do it quickly. Plan sponsors need to communicate effectively and leverage...
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...