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...
Tag: inflation
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....
Plan Sponsors Bracing for Recession, Split on Participants’ Response
A “state of the industry” report from recordkeeper Ubiquity finds 62% of plan sponsors expect a recession, with 47% seeing...
Employers Have Enhanced Well-Being Programs, Not Added Annuities
Employers have embraced 401(k) plan benefits changes for 2023 but have avoided certain enhancements provided by the original SECURE Act.
Morningstar Advises 3.8% “Safe” Withdrawal Rate, Balanced Portfolio
Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in...
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.
Average Account Balances Drop for Self-Directed 401(k) Brokerage Account Investors
Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...
Gender Differences Revealed for Self-Directed Investors
A new survey of pre-retirees and retirees shows disparities between levels of concern for men and women.
Empower Participants’ Retirement Savings Fall
Despite savings rates decreasing slightly, 75% of study respondents are not planning to reduce retirement contributions.
Benefits |
Open Enrollment Is A Good Time to Address Health, Wealth, and Savings
Full-service benefits, wealth management, and retirement providers say plan sponsors can take the opportunity to engage participants beyond just health...
How Private Real Estate Investment Might Help DC Participants Hedge Inflation
Investment in the asset class is up 7.4% this year, an index shows, but few DC plan sponsors are offering...
Inflation Is Affecting Participants’ Health Care Spend And Retirement Deferrals
Many workers are considering downgrading their health insurance during open enrollment because of high inflation, according to the Nationwide Retirement...
Workers’ Financial and Retirement Concerns Have Shifted
New data shows significant shifts in workers’ needs from last year.
Anxiety Among Public Sector Workers Is Growing
New research from MissionSquare Research Institute examines how the current economic conditions have impacted public service employees and how employers...
Investors’ Inflation Concerns Spike, Driving Down Retirement Confidence
Nationwide Retirement Institute data shows an increase in concerns about inflation for investors in the next 12 months.
Inflation and Rates Likely to Spur Pension Risk Transfers
Majority of plan sponsors say economic concerns are influencing their de-risking decisions.
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...
Social Security Cost-of-Living Adjustment Sees Highest Increase in 40 Years
The increase is aimed at combating rising inflation.
New Survey Shows Inflation and Inequality Are Negatively Affecting Seniors’ Retirement
The survey demonstrated the degree to which black and Hispanic retirees tend to have less saved for retirement than white...
Rising Employer Health Care Costs May Boost Self-Insured Plans
A new WTW survey shows that half of employers are concerned about the increasing costs of providing group health plan...