Data and Research | October 21st, 2022 Economists Say Enjoy Your Youth and Save Later Research in the Journal of Retirement argues that most workers in their 20s should wait until middle age before saving...
Compliance | October 13th, 2022 Social Security Cost-of-Living Adjustment Sees Highest Increase in 40 Years The increase is aimed at combating rising inflation.
Data and Research | October 5th, 2022 Study Finds Millennials Are Less Likely to be Secure in Their Retirement New research from the Pension Research Council shows job rates, marriage and home ownership down for early millennials.
Compliance | September 27th, 2022 What Would a Government Shutdown Mean for the DOL? The Department of Labor would be able to sustain services deemed essential, as well as those that receive forms of...
Compliance | September 23rd, 2022 Senate Hearing Highlights Senior Scams and New Institutions to Combat Them An advisory group on preventing senior scams was highlighted in a Senate hearing Thursday that discussed the broader issue of...
Data and Research | September 14th, 2022 Social Security Fears Drive Early Benefit Claims Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
Data and Research | September 14th, 2022 Employment, Income Inequality Cited as US Drops to 18th on Natixis Retirement Index Norway takes the top rank from Iceland, while Switzerland remains in second.
Data and Research | August 8th, 2022 Workers Worry About Retirement Income as Prices Spike Millennials lead Generation X and Baby Boomers in believing that they won’t receive any benefits from Social Security upon retirement.
Administration | July 28th, 2022 What Workers Need to Know About Claiming Social Security Plan sponsors and retirement plan advisers can help to bust the myths, misperceptions and misunderstandings surrounding Social Security.
Data and Research | July 27th, 2022 Inflation Slowing Workers’ Retirement Saving Inflation is the top challenge to saving for retirement, according to a new survey from Schwab Retirement Plan Services.
Ask the Experts | July 26th, 2022 Are Retirement Plan Sponsors Still Required to File Form 8955-SSA? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | July 18th, 2022 Tough Questions About Social Security’s Solvency Solvency issues tend to be much less of a concern for people already living in retirement than they are for...
Data and Research | June 23rd, 2022 Feeling Prepared for Retirement Increases With Professional Help Workers preparing for retirement with the assistance of a financial professional feel better-equipped to manage several potential risks to their...
Administration | June 17th, 2022 Edelman Introduces Retirement Income Product The retirement income product is for near-retirees and retirees, and offers a complimentary retirement checkup with an adviser.
Compliance | June 2nd, 2022 Social Security Solvency Update Adds One Year to Depletion Date The new depletion date of the Old-Age and Survivors Insurance and Disability Trust Funds is 2035, when 80% of benefits...
Data and Research | April 28th, 2022 Retirement Confidence Remains High One-third of workers who feel less confident cited inflation and the rising cost of living as reasons for less optimism.
Data and Research | April 7th, 2022 Plan Sponsors Want Participants to Improve Retirement Income Planning Education regarding financial wellness can include reminders of what to keep in mind for the future.
Administration | February 28th, 2022 More Social Security Communications Could Bolster Participant Outcomes A study finds most people do not engage with Social Security’s online portal to factor in the amount of retirement...
Administration | February 3rd, 2022 Social Security Replaces More Retirement Income for Low-Income Participants Plan sponsors can assist low- and moderate-income workers’ retirement readiness by educating them about the benefits of delaying Social Security...
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...