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...
Data and Research | January 4th, 2022 Private Equity in DC Plans Could Improve Retirement Savings Shortfalls Research shows that replacing target-date fund equity allocations with private equity can boost retirement income adequacy for participants who have...
Data and Research | December 21st, 2021 Report Suggests Ways to Improve Retirement Readiness Greater support from plan sponsors and lawmakers is needed to bolster individuals’ retirement readiness in the wake of the COVID-19...
Data and Research | December 10th, 2021 Financial Advisers Boost Business Owners’ Retirement Confidence Business owners are more confident in their retirement plans after working with a financial adviser, and many are starting to...
Data and Research | December 6th, 2021 Black and Hispanic Americans Struggling With Financial Wellness and Retirement Readiness The pandemic has only made financial issues and stress caused by debt worse for most Black and Hispanic households.
Data and Research | December 3rd, 2021 2021’s Hardships Redefine Financial Wellness Goals With so many Americans having gone through tough times over the past two years, a new study looks at how...
Data and Research | November 23rd, 2021 2022 Retirement Industry Trends to Follow As the retirement plan industry looks ahead to the coming year, financial wellness is increasingly seen as a critical solution...
Data and Research | October 29th, 2021 Millennials Could Use Short-Term Financial Wellness Help One survey reveals they feel least confident about their short-term finances and another says many of them are getting financial...
Data and Research | October 20th, 2021 Participants Missing the Full Match Remains a Big Problem A new survey shows there are several reasons employees decide not to contribute to their retirement plans.