Data and Research | December 20th, 2022 Middle Income Retirees at Risk of Slipping into Poverty Report calls for legislation and policy changes to fix a retirement system it says mainly benefits high earners.
Data and Research | November 7th, 2022 Women, Millennial and Gen Z Workers Struggle to Reach Personal Financial Goals New Prudential Financial data shows a gender gap — in outlooks on work and money and gaps between generations —...
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.
Data and Research | August 25th, 2022 Parents’ Retirement Confidence Deflated by Inflation Among U.S. parents, 52% say saving for retirement is their top financial goal, Nationwide data show.
Data and Research | August 23rd, 2022 Plan Sponsor Activity Hits New Highs in 2022 A Fidelity survey finds that employers recognize advisers have a role in attracting and retaining employees.
Data and Research | August 18th, 2022 Boomerang Kids Can Put Parents in a Retirement Jam For retirement plan participants with adult children who have returned home—so-called boomerang kids—Roth options can help.
Administration | August 17th, 2022 Persistent Myths About Automatic Features Hurt Retirement Savers Misunderstandings, mistakes and myths concerning auto-features persist among plan sponsors, argues a senior retirement strategist at Capital Group.
Data and Research | August 2nd, 2022 Investment Underperformance Is Plan Sponsors’ Top Worry Concern about underperformance of plan investment options hits 57% in 2022, up by 6 percentage points since 2021, according to...
Data and Research | July 29th, 2022 Retirement Confidence Has Declined Across Generations Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.
Administration | June 13th, 2022 PSNC 2022: Defining and Measuring Retirement Program Success While each employer defines and measures retirement program success differently, plan sponsors have a goal in common
Data and Research | May 24th, 2022 More Concern on the Doorstep of Retirement Last year, the percentage of working Americans nearing retirement age who felt financially prepared for retirement was 26%; this year,...
Data and Research | April 28th, 2022 Retirement Confidence Remains High One-third of workers who feel less confident cited inflation and the rising cost of living as reasons for less optimism.
Data and Research | March 10th, 2022 Many Women Investors Report Increased Retirement Readiness Confidence While making more progress on retirement readiness, women still value professional help to reach their financial goals.
Data and Research | March 8th, 2022 Contemplating a 40-Year Retirement J.P. Morgan’s latest Guide to Retirement publication predicts many people, if they can retire in the traditional age range of...
Benefits | February 18th, 2022 Plan Progress Webinar: How to Increase Employees’ Financial Wellness Robust financial wellness programming can distinguish an employer, serve as a retention tool, provide a competitive edge, and lower labor...
Data and Research | February 9th, 2022 Individuals Feeling More Urgency About Planning for the Future Seven in 10 Americans surveyed say they want to work with a financial adviser.
Data and Research | February 8th, 2022 Having a Written Financial Plan Improves Savings and Asset Allocation Research suggests written plans might especially help low- to moderate-income employees save more.
Administration | February 2nd, 2022 Plan Design Strategies to Boost Retirement Outcomes for Low-Income Participants Sponsors have a toolbox of plan design and benefit approaches they can use to boost retirement outcomes for low- and...
Products | January 24th, 2022 USI Consulting Launches Retirement Readiness Tool The Retirement Readiness Calculator Program is intended to bolster plan sponsors’ planning and retirement support resources.
Reader Responses | January 18th, 2022 SURVEY SAYS: Responsibility for Employees’ Financial Wellness NEWSDash readers weigh in on whether employers have a responsibility to help employees get their financial lives in order and...