Data and Research | February 23rd, 2023 Retirement Accounts Up Despite Inflation, Volatility Fidelity data shows that 74% of workers globally cite cost of living and inflation as sources of stress.
Deals and People | February 23rd, 2023 Aon Builds PEP Business With Four New Positions Aon is betting on further pooled employer plan growth with added headcount.
Data and Research | February 13th, 2023 Pre-Retirees Less Confident Their Retirement Income Will Last to Age 90 Confidence among pre-retirees that they will receive enough income from all their accumulated retirement sources to cover basic living expenses...
Data and Research | February 1st, 2023 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...
Deals and People | January 25th, 2023 MFS Investment Management Hires SECURE 2.0 Expert as Retirement Strategist Industry research veteran Jeri Savage, previously at Goldman Sachs, joins to lead defined contribution plan efforts.
Data and Research | January 13th, 2023 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....
Data and Research | January 12th, 2023 State Street Report Gives Glimpse into Workers’ Thoughts On Annuities Almost half of respondents agreed annuities can offer safety and stability.
Administration | December 30th, 2022 Plan Design Features ‘Moving the Needle’ for Workers’ Retirement Re-enrollment and auto-sweeps can result in greater savings rates.
Data and Research | December 23rd, 2022 CDC Data Shows Increased Deaths and Lower Life Expectancy in 2021 However, the separate actuarial tables used for retirement planning and services may not follow the trend.
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.
Benefits | December 16th, 2022 2022 Plan Progress Webinar Series: Student Loan Debt Benefits A panel of experts in workplace benefits outlined student loan debt assistance benefit options available to employers, in the current...
Data and Research | December 13th, 2022 Retirement Contributions Break Records in 2021 Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new...
Deals and People | December 7th, 2022 Voya Merges Health, Wealth Under One Leader Voya’s Rob Grubka will oversee benefits and savings to more firmly tie together health, retirement and wealth management.
Data and Research | December 2nd, 2022 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.
Data and Research | December 1st, 2022 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...
Data and Research | November 21st, 2022 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.
Data and Research | November 18th, 2022 Empower Participants’ Retirement Savings Fall Despite savings rates decreasing slightly, 75% of study respondents are not planning to reduce retirement contributions.
Benefits | November 11th, 2022 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...
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 | November 3rd, 2022 Women Have Significantly Less Wealth than Men at Retirement In the U.S., the gender wealth gap at retirement mirrors the global average.