Data and Research | August 30th, 2024 Fidelity Finds Retirement Account Growth in Q2, Better Outcomes for Nonprofit Workers Retirement savings for Gen X workers showed improvements in the year’s second quarter, and nonprofit workers continue to show improvements...
Data and Research | July 18th, 2024 Many Americans Older Than 50 Consider Delaying Retirement or ‘Unretiring’ Workers nearing retirement and those already retired cited inflation as a primary reason why they are either delaying retirement or...
Data and Research | July 12th, 2024 Gen Zers Most Confident About Retirement, but Still Worry About Outliving Savings For the third consecutive year, BlackRock’s survey finds at least 60% of respondents from all generations say they are worried...
Data and Research | December 13th, 2023 Gen Xers Still Falling Short of Retirement Savings Expectations While Gen Xers expect to need more than $1 million to comfortably retire, the majority of pre-retirees believe they will...
Data and Research | October 23rd, 2023 Union Members Report Faring Better Financially, Yet Take More Loans Loans and hardship withdrawals from a retirement savings account are more prevalent among Taft-Hartley plan members, with Gen Xers leading...
Data and Research | October 16th, 2023 Women Still Less Likely Than Men to Feel Ready for Retirement Generation X women are also the least likely to have a financial plan, according to a Northwestern Mutual study.
Data and Research | October 11th, 2023 Youngest Workers Feel They Face Most Retirement Obstacles Workers from Generation Z say the cohort experiences higher financial stress than other generations, affecting their job performance, according to...
Data and Research | October 10th, 2023 Women Making Retirement Savings Progress, Fidelity Finds A higher percentage of women are saving for retirement than four years ago, and women are staying the course when...
Data and Research | August 11th, 2023 Gen Z Workers Take Different Investing Approaches Than Older Generations Plan participants born after 2000 raised their retirement contributions and invested in cryptocurrency and non-fungible tokens at higher rates than...
Data and Research | May 25th, 2023 Millennials Retirement Readiness Fell the Most From 2020 Average retirement account balances increased by 5% from last quarter, in positive movements.
Benefits | April 18th, 2023 Employees Favor SECURE 2.0 Mandates, Larger Matches Plan sponsors may bolster retirement plan engagement and contributions with SECURE 2.0 enhancements, a Natixis survey shows.
Data and Research | April 18th, 2023 Report Reveals Increase in Number of Workers Delaying Retirement Employees are now more than twice as likely to describe their personal finances as fair or poor, as they are...
Data and Research | April 10th, 2023 Target-Date Funds Have Normalized Workers’ Equity Allocations Extreme and age-inappropriate allocations by workers to equities, of either 100% or nothing, have been solved by the Pension Protection...
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 | November 16th, 2022 Language Messaging For Retirement Planning May Be More Dependable Communication A New Capital Group survey examines the role of language and imagery in communicating with participants.
Data and Research | October 13th, 2022 Knot of Financial Challenges Derails Saving for Retirement Goldman Sachs Asset Management finds a ‘financial vortex’ of challenges in competing financial priorities is preventing participants from saving sufficiently...
Data and Research | October 10th, 2022 Millennials Would Liquidate Retirement Assets in Market Slump Millennials would cash out their retirement plan assets in a market downturn, research shows.
Data and Research | September 13th, 2022 Focused Retirement Savers Are Not Dispirited by Inflation A Principal survey of “super savers” shows that a majority have been saving more over the past two years than...
Data and Research | July 29th, 2022 Retirement Confidence Has Declined Across Generations Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.
Data and Research | July 18th, 2022 401(k) Participation is High, But Few Contribute Up To IRS Limit Gen Z women surpass the men in accumulated retirement savings with higher account balances on average, says a new report.