Tag: Market Volatility

Plan funding improved in most pension measures, despite the bond-market rally.

Fidelity Investments has revealed several best practices for employers to incorporate, bolstering access to emergency savings options and to limit...

Plan sponsors have increased their focus on delivering expanded benefits and employee financial wellness programs in defined contribution plans, according...

Plan sponsors whose workforce has access to Employee Stock Ownership Plans may accrue benefits of reduced worker turnover, research shows....

The transaction with Legal & General and RGA is intended to secure the retirement benefits of more than 4,000 PPG...

Average retirement account balances increased by 5% from last quarter, in positive movements.  

But performance for defined benefit plans did rebound in Q4, according to a new report.

Fidelity data shows that 74% of workers globally cite cost of living and inflation as sources of stress.

Despite economic challenges, plan participants were resilient saving for retirement, Vanguard Group data shows.  

A Franklin Templeton Investments study found that although the U.S. economy has not contracted yet, workers feel elevated financial stress...

Nationwide Retirement Institute data shows an increase in concerns about inflation for investors in the next 12 months.

Majority of plan sponsors say economic concerns are influencing their de-risking decisions.

Goldman Sachs Asset Management finds a ‘financial vortex’ of challenges in competing financial priorities is preventing participants from saving sufficiently...

Millennials would cash out their retirement plan assets in a market downturn, research shows.

Knowledge of the challenges participants are facing creates opportunities for advisers to connect.

Allianz Life data show that the negative economic outlook is spilling into retirement worries for participants. 

In 2022’s second quarter, average retirement plan balances dropped less than the S&P, which was down 16.1% for the period.

Millennials lead Generation X and Baby Boomers in believing that they won’t receive any benefits from Social Security upon retirement. 

Investors are witnessing and adjusting to the end of a very long 'easy money' era.

Retirement plan participants are staying on track, not changing allocations, in the face of market volatility.