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.
Data and Research | October 15th, 2021 Hispanic Workers Lag Other Groups in Retirement Savings Plan sponsors can help address the issue by making sure workers have access to a retirement savings plan and that...
Data and Research | September 16th, 2021 U.S. Falls in Natixis Global Retirement Ranking They survey found that a third of U.S. investors do not believe they have the option to retire.
Data and Research | September 2nd, 2021 Red and Blue Voters Support State-Run Retirement Programs An AARP poll taken in Michigan shows bipartisan support for state-operated retirement savings programs for private sector workers.
Data and Research | August 5th, 2021 Strong Savings Persist Despite Financial Strains Workers should be encouraged to improve their fiscal health by creating a financial plan and gaining a full understanding of...
Compliance | July 22nd, 2021 Post-COVID, Lawmakers Return, in Earnest, to Retirement Readiness During a SIFMA webinar earlier this week, Congressional leaders and asset management executives discussed SECURE Act 2.0 and other legislation...
Data and Research | July 8th, 2021 Participants Need Guidance on Addressing Retirement Risks Providing Social Security education and guaranteed income investment options are among suggestions for how plan sponsors can help.
Investing | June 23rd, 2021 PSNC 2021: The Modern DC Plan Investment Lineup The time is now for retirement plans to view their participants as investors deserving high-touch, personalized retirement income assistance.
Data and Research | June 9th, 2021 Employers Feeling More Responsibility in a Post-Pandemic Workforce A BlackRock study found many plan sponsors are planning to add more automatic features, ESG options and active management strategies...
Data and Research | May 28th, 2021 What Makes an Average Retiree Feel Confident? New data published by the Employee Benefit Research Institute offers a few answers.
Participants | April 26th, 2021 Participants Expressing COVID-19-Related Withdrawal Regret They say loans and withdrawals put them in a better place financially, but they are concerned about their long-term financial...
Data and Research | April 22nd, 2021 Americans Remain Confident About Retirement, Even in the Face of the Pandemic Plus, their confidence in Medicare and Social Security benefits is at an all-time high.
Compliance | April 21st, 2021 Senators Announce Retirement Security Bill for Military Spouses Under the Military Spouses Retirement Security Act, small employers would be eligible for a tax credit of up to $500...