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.
Tag: Gen X
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...
Millennials Would Liquidate Retirement Assets in Market Slump
Millennials would cash out their retirement plan assets in a market downturn, research shows.
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...
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.
Retirement Confidence Has Declined Across Generations
Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.
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.
K-12 Educators Prefer Advisers for Retirement Planning
Educators who work with an adviser are nearly twice as receptive to learning about managing finances from social media as...
High-Net-Worth Investors Have Reimagined Retirement
Investors with $5 million of investable assets have envisioned a new retirement roadmap.
Plan Sponsors Should Focus on Life Events Rather Than Generations in Communications
Employees in a survey from Empower Retirement say they believe their views are created by personal experiences and characteristics, not...
Gen X Financially Behind Prior Generations at Same Ages
However, the Generation X families associated with disadvantaged groups were the driving force for the lower overall financial indicator results,...
Generation X Has a Big Need for Retirement Readiness Improvement
A study shows Americans at least 45 years old who have not yet retired are struggling financially and falling behind...
Wells Fargo Suggests Various Approaches to Retirement Saving
Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X...
Gen X Struggling Most With Retirement Readiness and Confidence
However, among all age groups, the most frequently cited retirement fear is outliving savings.
Gen Xers Need a New Focus for Saving and Investing Amid Market Volatility
How the middle generation can protect retirement assets, even with the consequences of market volatility.
Female Gen Xers Face Greater Retirement Savings Shortfall Than Males
Defined contribution (DC) retirement plan eligibility and auto portability can have a large impact on reducing retirement savings shortfalls, the...
Generation X Not As Confident About Retirement Readiness As Baby Boomers
Both groups have saved or are on track to save $700,000 or less; however, Boomers think that is adequate savings,...
Retirement Plans a Big Source of Mutual Fund Investing for Millennials
By comparison, the majority of mutual fund investing for Baby Boomers is outside of an employer-sponsored retirement plan, Investment Company...
Millennials Say They Find Financial Planning ‘Exciting’
However, 82% of Millennials say their financial planning needs improvement.
Millennials Seek Out Advisers They Can Trust
They also value financial planning more than a bonus.