Data and Research | April 10th, 2023 US Workers Increasingly Worried About Retirement Lifestyle Affordability Rising costs have driven an increase in the rate of Americans who worry they might not be able to afford...
Data and Research | March 23rd, 2023 Retirement Is Going to Change—But How? Although plan sponsors and financial professionals foresee some differences, they all expect changes to the retirement industry by 2030.
Data and Research | March 23rd, 2023 Household Retirement Readiness Drops to Fair From Good The Fidelity Investments assessment of retirement readiness peaked in 2020 and has since declined, research shows.
Benefits | March 15th, 2023 Companies Offer Immediate Eligibility for Retirement Deferrals to Attract Workers A Vanguard Group research paper quantified employer retirement plan design trends over the last 10 years.
Data and Research | March 7th, 2023 Retire-and-Relocate Strategy Can Pay Off for Some Retiree Homeowners Vanguard Group research showed that individuals intending to pursue such a plan in retirement must understand the risks involved.
Data and Research | March 7th, 2023 Employers Should Offer Variety of Retirement Income Options, Survey Shows A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income...
Data and Research | February 23rd, 2023 Retirement Accounts Up Despite Inflation, Volatility Fidelity data shows that 74% of workers globally cite cost of living and inflation as sources of stress.
Deals and People | February 23rd, 2023 Aon Builds PEP Business With Four New Positions Aon is betting on further pooled employer plan growth with added headcount.
Data and Research | February 13th, 2023 Pre-Retirees Less Confident Their Retirement Income Will Last to Age 90 Confidence among pre-retirees that they will receive enough income from all their accumulated retirement sources to cover basic living expenses...
Data and Research | February 1st, 2023 Inflation, US Workers’ Recession Fears Force Delayed Retirement A Franklin Templeton Investments study found that although the U.S. economy has not contracted yet, workers feel elevated financial stress...
Deals and People | January 25th, 2023 MFS Investment Management Hires SECURE 2.0 Expert as Retirement Strategist Industry research veteran Jeri Savage, previously at Goldman Sachs, joins to lead defined contribution plan efforts.
Data and Research | January 13th, 2023 Inflation Spike Shakes Women’s Retirement Confidence More women than men expect to delay retirement or to never be financially ready to retire, new Nationwide research shows....
Data and Research | January 12th, 2023 State Street Report Gives Glimpse into Workers’ Thoughts On Annuities Almost half of respondents agreed annuities can offer safety and stability.
Administration | December 30th, 2022 Plan Design Features ‘Moving the Needle’ for Workers’ Retirement Re-enrollment and auto-sweeps can result in greater savings rates.
Data and Research | December 23rd, 2022 CDC Data Shows Increased Deaths and Lower Life Expectancy in 2021 However, the separate actuarial tables used for retirement planning and services may not follow the trend.
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.
Benefits | December 16th, 2022 2022 Plan Progress Webinar Series: Student Loan Debt Benefits A panel of experts in workplace benefits outlined student loan debt assistance benefit options available to employers, in the current...
Data and Research | December 13th, 2022 Retirement Contributions Break Records in 2021 Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new...
Deals and People | December 7th, 2022 Voya Merges Health, Wealth Under One Leader Voya’s Rob Grubka will oversee benefits and savings to more firmly tie together health, retirement and wealth management.
Data and Research | December 2nd, 2022 Few Participants Changed The Asset Allocation of Their Contributions Through Q3 2022 Defined contribution plan participants make fewer changes than they did following the Global Financial Crisis, ICI data finds.