Data and Research | February 1st, 2023 Inflation, US Workers’ Recession Fears Force Delayed Retirement A Franklin Templeton Investments study found that although the U.S. economy has not contracted yet, workers feel elevated financial stress...
Data and Research | December 2nd, 2022 Few Participants Changed The Asset Allocation of Their Contributions Through Q3 2022 Defined contribution plan participants make fewer changes than they did following the Global Financial Crisis, ICI data finds.
Data and Research | October 21st, 2022 Investors’ Inflation Concerns Spike, Driving Down Retirement Confidence Nationwide Retirement Institute data shows an increase in concerns about inflation for investors in the next 12 months.
Data and Research | October 14th, 2022 Inflation and Rates Likely to Spur Pension Risk Transfers Majority of plan sponsors say economic concerns are influencing their de-risking decisions.
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.
Participants | September 20th, 2022 Financial Stress Increases the Need for Participant Communications Knowledge of the challenges participants are facing creates opportunities for advisers to connect.
Data and Research | August 18th, 2022 Market Cynicism Has Increased Retirement Anxiety Allianz Life data show that the negative economic outlook is spilling into retirement worries for participants.
Data and Research | August 17th, 2022 Workers Weather Market Uncertainty to Save for Retirement In 2022’s second quarter, average retirement plan balances dropped less than the S&P, which was down 16.1% for the period.
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 27th, 2022 Inflation Slowing Workers’ Retirement Saving Inflation is the top challenge to saving for retirement, according to a new survey from Schwab Retirement Plan Services.
Investing | June 17th, 2022 Context Is Key To Weathering Volatile Markets Investors are witnessing and adjusting to the end of a very long 'easy money' era.
Benefits | May 31st, 2022 How to Communicate With Your Plan Participants Right Now Economic turmoil is an opportunity to connect plan participants to education about markets.
Data and Research | May 19th, 2022 Target-Date Funds Helped Savers Weather Q1 Volatility Retirement plan participants are staying on track, not changing allocations, in the face of market volatility.
Investing | October 12th, 2021 Investors’ Concern About Market Volatility Is Increasing Following the long stretch of market gains despite the pandemic, investors are worried about retirement risks and more of them...
Investing | March 10th, 2021 DC Plan Sponsors Should Get Comfortable With Market Volatility There will always be unpredictable times, and just as participants are told to take a long-term view, so should plan...
Investing | November 18th, 2020 Retirement Plan Investors May Be Looking for Investment Standouts While asset managers are optimistic that market conditions will stabilize and improve, they still point to strategies investors can consider...
Data and Research | May 14th, 2020 Vanguard Data Supports Adage of Taking Long-Term View With Investing During the first quarter of 2020, most Vanguard investors saw declines in wealth, but over three years, 89% of DC...
Participants | April 22nd, 2020 Investors Rush to Stable Value, Money Market Funds in March Stable value funds took in 64% of the inflows and money market funds, 24%, according to the Alight Solutions 401(k)...
Participants | February 5th, 2020 Volatility Prompts 401(k) Investors to Increase Trading Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.