Data and Research | September 6th, 2024 Millennials’ Retirement Outlook Shows Potential Improvement as Housing Wealth Rises While Millennials faced challenges at the start of their careers and continue to carry large amounts of student debt, new...
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.
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...
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 | August 11th, 2023 Gen Z Workers Take Different Investing Approaches Than Older Generations Plan participants born after 2000 raised their retirement contributions and invested in cryptocurrency and non-fungible tokens at higher rates than...
Investing | June 29th, 2023 Fidelity to Convert More Than $13B of Mutual Funds to ETFs The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....
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 9th, 2023 Retirement Contributions, Hardship Distributions Both Increased in Q1 Despite the markets dragging down retirement account balances, a snapshot of early-2023 activity shows workers still saving.
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 18th, 2023 Report Reveals Increase in Number of Workers Delaying Retirement Employees are now more than twice as likely to describe their personal finances as fair or poor, as they are...
Data and Research | April 11th, 2023 Few Workers Expect to Reach Retirement Savings Goals Millennial and older workers expect it will take greater than $1 million saved in a workplace retirement plan to retire...
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 | 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 26th, 2022 Young Workers Want Cryptocurrency in 401(k)s Gen Z and Millennial workers are more likely to consider a broad range of retirement plan investments and want more...