Data & Research April 27th, 2023 Black, Latino Workers Lag Behind in Retirement Saving A Voya study finds added financial challenges reduce plan participation, savings rate and average balances for Black and Latino employees.
Data & Research April 19th, 2023 American Benefits Council Selects Thiele as Chair of Policy Board of Directors Fred Thiele of Microsoft will replace Tracy Watts of Mercer for the 2023-2024 term.
Data & Research April 18th, 2023 65% of Financial Advisers Braced for Recession The majority (42%) believe it will be a “short and shallow” decline, according to an annual Nationwide survey.
Data & Research April 14th, 2023 Fears of State IRA Plans Overtaking Private Not Realized, Data Shows States that have implemented retirement savings programs for employees have not crowded out private plans, new research from the Pew...
Data & Research April 11th, 2023 Data Shows 68% of Parents Make Financial Sacrifice for Adult Children Among parents helping their adult children, 43% of parents have made dipped into their retirement savings.
Data & Research April 11th, 2023 Most U.S. Workers Expect to Fall Short of $1.1 Million Retirement Savings Goal 64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the...
Data & Research April 11th, 2023 Retirement Now a “Transition” For Many Americans, According to Smart One in five Americans plan to work into their retirement, according to a study by the retirement technology provider.
Data & Research April 6th, 2023 Gig Workers Uncertain if They Will Retire, Likely to Self-Fund if They Do Many freelancers plan to work beyond 65, and 30% say they don’t plan to retire at all.
Data & Research April 6th, 2023 Morningstar: Pandemic Caused Plan Closures, Creation Slowdown Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation.
Data & Research April 4th, 2023 Adviser Satisfaction Dips Amid Big Market Drop In 2022, investor satisfaction with full-service investment advisers fell 17 points on a 1,000-point scale.
Data & Research March 31st, 2023 Social Security Trust Fund May Fall Short One Year Earlier Than Expected Social Security's largest trust fund may be depleted in 2034, one year earlier than previously estimated, according to its Board...
Data & Research March 31st, 2023 Women Who Work With Financial Professionals Feel More Prepared for Retirement Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.
Data & Research March 29th, 2023 Capital Group: Now is Optimal Time to Sell Retirement Plans An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...
Data & Research March 28th, 2023 US Workers’ Retirement Readiness Declines Amid Market Volatility American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the...
Data & Research March 28th, 2023 EBRI Selects Barb Marder of Mercer as New CEO Barb Marder moves from leadership positions at Mercer to be the new president and CEO of EBRI.
Data & Research March 23rd, 2023 Non-Immediate Vesting Does Not Help Companies Retain Employees According to retirement experts at an EBRI hosted webinar, vesting forfeitures are easy to time and easy to outweigh with...
Data & Research March 23rd, 2023 Experts Predict Major Growth in Retirement Coverage, Benefits By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.
Data & Research March 22nd, 2023 Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility Only 2.5% of DC plan participants halted contributions to their plans in 2022.
Data & Research March 21st, 2023 Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans More than 20% of advisers said clients spend between a quarter and half of their time on plan administrative tasks...
Data & Research March 16th, 2023 Women of Color Taking More Confident Approach to Financial Future According to data from Edelman Financial Engines, 67% of women of color reported securing a better financial path than the...