Participants | September 15th, 2023 Housing Expenses Drive Spending Volatility in Retirement Home-related expenses were 5 times more likely to drive spending volatility for retirees than health-related expenses, according to data from...
Data and Research | September 14th, 2023 The Impact of Spending Spikes on Retirement Readiness Report reveals that higher credit card debt is associated with lower 401(k) contributions and account balances.
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...
Benefits | September 27th, 2022 Report Shows Different Spending Patterns by Retirement Plan Type The research demonstrates that public-sector workers tend to feel safer spending more when they have a defined benefit retirement plan...
Products | March 21st, 2022 J.P. Morgan Launches Integrated Retirement Income Spending Tools Retirement income tools that can be integrated into TDFs provide a way for plan sponsors and advisers to help participants...
Data and Research | August 18th, 2020 Almost Half of Retirees Cannot Maintain Spending Those who failed to preserve spending were also more likely to owe mortgage payments, choose lump-sum annuity options and claim...
Data and Research | May 13th, 2019 The Majority of Retirees Spend Below Their Income, a New Study Finds EBRI dives into the spending patterns of older Americans and reveals what could make them outspend their income.