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.
Data and Research | May 16th, 2023 Nearly Half of Women Lack Workplace Retirement Plan Access, Survey Shows Low-income women are most at risk financially, and nearly two-thirds said they are not confident they have the information they...
Data and Research | May 3rd, 2023 Many Plan Sponsors Hesitant to Offer Retirement Income, Study Shows Many plan sponsors have yet to consider retirement income solutions and are hesitant about offering alternative investments.
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 | March 23rd, 2023 Household Retirement Readiness Drops to Fair From Good The Fidelity Investments assessment of retirement readiness peaked in 2020 and has since declined, research shows.
Data and Research | March 16th, 2023 Government Employees Express Fear of Outliving Retirement Income Personal debt, possible cuts to Social Security and rising inflation are concerns for state and local government employees when saving...
Data and Research | March 7th, 2023 Retire-and-Relocate Strategy Can Pay Off for Some Retiree Homeowners Vanguard Group research showed that individuals intending to pursue such a plan in retirement must understand the risks involved.
Data and Research | December 20th, 2022 Middle Income Retirees at Risk of Slipping into Poverty Report calls for legislation and policy changes to fix a retirement system it says mainly benefits high earners.
Data and Research | November 7th, 2022 Women, Millennial and Gen Z Workers Struggle to Reach Personal Financial Goals New Prudential Financial data shows a gender gap — in outlooks on work and money and gaps between generations —...
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 | August 25th, 2022 Parents’ Retirement Confidence Deflated by Inflation Among U.S. parents, 52% say saving for retirement is their top financial goal, Nationwide data show.
Data and Research | August 23rd, 2022 Plan Sponsor Activity Hits New Highs in 2022 A Fidelity survey finds that employers recognize advisers have a role in attracting and retaining employees.
Data and Research | August 18th, 2022 Boomerang Kids Can Put Parents in a Retirement Jam For retirement plan participants with adult children who have returned home—so-called boomerang kids—Roth options can help.
Administration | August 17th, 2022 Persistent Myths About Automatic Features Hurt Retirement Savers Misunderstandings, mistakes and myths concerning auto-features persist among plan sponsors, argues a senior retirement strategist at Capital Group.
Data and Research | August 2nd, 2022 Investment Underperformance Is Plan Sponsors’ Top Worry Concern about underperformance of plan investment options hits 57% in 2022, up by 6 percentage points since 2021, according to...
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.
Administration | June 13th, 2022 PSNC 2022: Defining and Measuring Retirement Program Success While each employer defines and measures retirement program success differently, plan sponsors have a goal in common
Data and Research | May 24th, 2022 More Concern on the Doorstep of Retirement Last year, the percentage of working Americans nearing retirement age who felt financially prepared for retirement was 26%; this year,...
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 | March 10th, 2022 Many Women Investors Report Increased Retirement Readiness Confidence While making more progress on retirement readiness, women still value professional help to reach their financial goals.