Data and Research | April 15th, 2015 Gen X More Worried About Retirement than Boomers More Gen Xers than Baby Boomers surveyed agreed they are solely responsible for their retirement.
Data and Research | April 14th, 2015 Many Retirees Wish They Left Workforce Earlier Nearly half of retirees wish they had started retirement earlier, according to a New York Life survey.
Data and Research | April 13th, 2015 Those Closest to Retirement Feeling Unprepared Only six in 10 Boomers report having money saved for retirement.
Data and Research | April 7th, 2015 Millennials Expect to Work Past Retirement Age Millenials are realistic about their future retirement, with 73% expecting to work past retirement age.
Data and Research | April 6th, 2015 Nearly Half Don’t Save and May Never Save Almost half (45%) of non-retired Americans are not saving for retirement, according to an Edward Jones retirement age survey.
Participants | April 3rd, 2015 Most Americans Unaware of IRS Deferral Limits A recent survey from Fifth Third Bank finds a vast majority of Americans cannot identify the Internal Revenue Service’s limits...
Data and Research | April 1st, 2015 J.P. Morgan Offers Updated ‘Guide to Retirement’ The retirement landscape has changed, especially when it comes to market characteristics and how individuals want to live when they're...
Data and Research | March 30th, 2015 Genworth Survey Highlights Retirement Shortfalls More than half of U.S. adults responding to a recent Genworth survey have not started making financial arrangements for retirement.
Data and Research | March 30th, 2015 Voya Identifies ‘Role Models’ for Retirement Readiness By looking at the groups who scored highest in all categories in its Retire Ready Index, Voya offers an opportunity...
Data and Research | March 30th, 2015 Workers Need to Turn Retirement Saving Knowledge into Action Americans have knowledge about financial planning concepts and importance, but are not following through with actions, a study suggests.
Data and Research | March 27th, 2015 Procrastinators Exhibit Suboptimal Retirement Savings Behavior A recent academic research paper suggests “procrastinators” fare worse—potentially much worse—in the retirement planning effort.
Products | March 26th, 2015 The Principal Releases Retirement Transition Program The Principal’s retirement transition program aims to build confidence and provide resources to pre-retirees.
Investing | March 25th, 2015 DC Consultants Focused on Income Questions Meeting income objectives in retirement is key for target-date funds, according to 401(k) consultants polled by PIMCO.
Data and Research | March 25th, 2015 EBRI Calculates Savings Needs By Age and Gender Because of their greater expected longevity, women generally have to save more than men for a successful retirement.
Data and Research | March 23rd, 2015 Empower Finds Four Drivers to Lifetime Income Success Adds health state to all retirement replacement rate calculations in participant tool.
Data and Research | March 19th, 2015 Younger Workers Lack Feeling of Control over Retirement Fifty-five percent of Americans younger than 30 feel not saving enough could be the greatest setback on their path to...
Data and Research | March 17th, 2015 CRR Weighs Conflicting Retirement Readiness Evidence A new paper suggests that favorable assessments of aggregate retirement readiness in the United States often rely on untested assumptions.
Data and Research | March 13th, 2015 Typical Working Households Have Little Retirement Savings Nearly 40 million working-age households, or about 45% of all working-age U.S. households, do not own any retirement account assets.
Compliance | March 12th, 2015 Retirement Income Gap Projected at $7.7T According to the Pension Rights Center, the nation faces an almost $8 trillion shortfall in retirement income.
Data and Research | March 9th, 2015 Affluent May Need Savings Other Than Employer Plan A recent Legg Mason survey finds affluent U.S. investors predict their average net retirement expenses could top $2.5 million without...