Administration | July 30th, 2021 Addressing Forgotten Accounts Can Improve Retirement Savings Outcomes A better investment mix and increased savings are just two advantages participants who have disengaged with prior plan accounts gain...
Data and Research | December 18th, 2020 Pandemic Puts a Damper on Workers’ Retirement Outlook More than half say their employment prospects have been hampered by one or more negative impacts, be it a furlough,...
Data and Research | November 13th, 2020 With Savings on the Decline, Health Care Workers Less Optimistic About Retirement A third are planning changes to their retirement date, with the majority planning to delay it.
Data and Research | October 2nd, 2019 Addressing the Desire to Work Past Age 65 While 75% of employers consider their companies to be “aging friendly,” only 54% of workers think their companies have adopted...
Data and Research | May 1st, 2019 Most People Unsure of Their Retirement Future The reason is primarily because they have not created a comprehensive, written plan, according to Fidelity.
Data and Research | March 28th, 2019 Retirement, College Costs Top of Mind for Middle-Income Americans Only 33% think they are saving enough for retirement, according to a Primerica survey.
Data and Research | March 28th, 2019 Women More Worried About Retirement Than Men Nearly one-third fear they will outlive their assets, according to LIMRA-SRI.
Data and Research | March 8th, 2019 Fewer Households Expected to Face Retirement Savings Shortfall Just over four in 10 U.S. households are projected to run short of money in retirement, according to an updated...
Data and Research | February 8th, 2019 Majority of DC Plan Participants Express Retirement Readiness Confidence In addition, a majority of those polled by the Investment Company Institute (ICI) oppose changing key features of DC plans.
Compliance | February 5th, 2019 Retirement Security Act of 2019 Introduced The bipartisan legislation is designed to help close the $7.7 trillion retirement savings gap.
Data and Research | January 3rd, 2019 Americans Paint a Rosy Retirement Outlook The majority think they are on track for a secure retirement, but many worry about high health care costs.
Data and Research | January 2nd, 2019 Longevity to Make Life More Challenging for Retirees For those 75 and older, out-of-pocket medical costs amount to 20% of their income.
Data and Research | November 7th, 2018 Young Savers Most Likely to Meet Retirement Goals Workers younger than 35 are realizing they need to start saving now, according to Ascensus; however, only 30% are on...
Data and Research | November 6th, 2018 Many Participants in the Dark on Their Allocations Twenty-two percent do not know how their assets are invested, Legg Mason found in a survey.
Data and Research | October 23rd, 2018 Envisioning Life in Retirement Spurs Thoughts of Planning People who were asked to envision their lives in their 60s through 80s thought about saving more, where income would...
Data and Research | September 17th, 2018 Over Half of Americans Have Nothing Saved in a Retirement Account The median retirement account balance among all U.S. workers is "zilch"
Administration | September 5th, 2018 Proper Asset Allocation Often Overlooked, Sibson Says The right allocation could boost returns over a person's career by as much as 34%, the consulting firm says.
Participants | August 27th, 2018 Majority of 401(k) Participants Would Like Online or Financial Professional Help They want help with calculating how much money to save for retirement, determining how to invest their 401(k) assets, determining...
Data and Research | August 24th, 2018 A Combination of Changes Can Improve an Individual’s Retirement Outlook For both the general public and mass-affluent households, saving more, choosing to invest one’s savings, delaying retirement and lowering standard-of-living...
Data and Research | August 22nd, 2018 Young Investors May Be Too Confident About Retirement And they generally think they will need to save half of what Baby Boomers think is needed to retire comfortably.