Administration | February 5th, 2021 Actions to Address Retirement Savings Shortfalls for Military Spouses Spouses of service members face unique challenges in the workforce, including unemployment and relocations, that can make it difficult to...
Compliance | January 25th, 2021 Senator Portman Announces Retirement, Eyes Final Reforms Retirement industry practitioners will be eagerly watching the House and Senate for progress on the SECURE Act 2.0 and related...
Data and Research | January 19th, 2021 Pandemic Puts More Households at Risk in Retirement The Center for Retirement Research says half of American households are at risk of not being able to live at...
Break from the Grind | December 29th, 2020 Surveys Reveal a Split in 2021 New Year’s Resolutions What Americans are making resolutions about, and financial resolution suggestions from the AICPA.
Data and Research | December 23rd, 2020 Debt a Serious Impediment for Retirees It is particularly high among minorities, EBRI found.
Data and Research | December 8th, 2020 Majority of Employers Looking at Revamping Retirement Benefits They are also giving serious thought to implementing emergency savings features and allowing participants to choose between a variety of...
Data and Research | December 2nd, 2020 Majority of American Workers Are Stressed About Financial Futures The study from EBRI and Greenwald Research also found that employees are increasingly interested in retirement education or advice.
Investing | October 28th, 2020 Pre-Retirees and Retirees Can Take Steps to Address Inflation in Retirement Few are discussing the impact of inflation with a financial professional or looking for a financial product that can increase...
Administration | October 27th, 2020 Retirement Planning Needs of Private- and Public-Sector Employees More Similar Than Different Yes, public employees are more likely to have pensions, but some do not get Social Security, and health care costs...
Participants | October 23rd, 2020 Gen X Amenable to In-Plan Guarantees Gen Xers are in unique situations for which they need education and help to boost their retirement readiness.
Data and Research | October 21st, 2020 Older Workers Suffering Higher Unemployment Rates Since COVID-19 This threatens older workers' retirement security, says a report from The New School, in which it makes policy suggestions.
Data and Research | October 20th, 2020 Retirement Readiness Gaps Have Widened in 2020 New data published by Wells Fargo suggests the COVID-19 pandemic has driven some workers even further behind their retirement savings...
Data and Research | October 20th, 2020 Stock Purchase Plans and 401(k)s: Not an Either/Or Proposition A worker’s commitment to saving for retirement tends to snowball and build on itself, such that access to both a...
Products | October 16th, 2020 Plan Providers Supplement Lifetime Income Projections Concerned that lifetime income projections on participant statements may not be reliable, providers are offering more personalized online tools.
Data and Research | October 14th, 2020 Financial Wellness Program Trends Advance During Pandemic Employers are offering help with emergency savings and debt, and employees are asking for more help with the selection of...
Data and Research | October 8th, 2020 Longevity Bound to Make Work a Requisite for Retirees Experts say in the future, it may not be uncommon for people to work until age 70 or 80, requiring...
Data and Research | September 29th, 2020 Retirement Savings Could Be Hit for Years as Result of Pandemic, Natixis Says Its 2020 Global Retirement Index says making retirement opportunities more widely available, as well as plan features such as automatic...
Data and Research | September 21st, 2020 Workers Unsure How to Create Retirement Income From Savings Retirement savers want help with figuring out tax expenses, knowing when is the best age at which to retire, creating...
Data and Research | September 18th, 2020 Women’s Retirement Confidence Has Waned During Pandemic A mere 17% of women say they are very confident they will be able to retire comfortably, according to the...
Data and Research | September 10th, 2020 People of Color May Be Misinterpreting Their Retirement Readiness Understanding the view of these different demographics can help plan sponsors with plan designs and targeted communications.