Why Almost Half the ‘Sandwich Generation’ is Delaying Retirement
Nearly one out of every two Americans between the ages of 40 and 59 are using retirement savings to support...
Data & Research
Fidelity Finds 22% of Plan Sponsors Actively Searching for New Adviser
Among those looking, 38% they were seeking an adviser offering more extensive services.
Construction, Farming, Among Sectors with Lowest Retirement Plan Access
There is a role for financial advisers, accountants, and payroll providers to improve the plan coverage gap across industries, alongside...
Nationwide Reports Americans Worry Social Security Will Deplete in Lifetime
A separate survey by F&G Annuities and Life found 44% of U.S. retirees have returned to work or are considering...
HSA-Eligible Plans Cover Increased Use of Certain Medical Services, EBRI Finds
Following a 2019 IRS policy change, 75% of large employers offering HSA-eligible plans have expanded their pre-deductible coverage for chronic condition-related medication.
Investors Nearing Retirement Seek Strong Support and Brand Familiarity, Cerulli Reports
Latest research found 45% of investors prefer an adviser affiliated with a national firm when they are nearing retirement.
Big Increase in Health Care Costs Projected for Employers in 2024
Aon estimates per-employee cost at more than $15,000, up 8.5% from 2023 figures.
Few Americans Report ‘Financial Freedom’ Amid Record High Credit Card Debt
Research from Achieve suggests Americans are struggling to make ends meet, but separate research from WalletHub notes inflation is masking...
How Advisers Can Help Close Longevity Literacy Gap
Experts recommend providing appropriate interpretation and practical implications of longevity terminology.
WTW: Employers Ramping Up Nonqualified Saving Options to Draw Key Execs
75% of employers made changes or plan to make improvements to their nonqualified deferred compensation plans, according to a survey.
Fidelity: Auto Default Contribution Rate Hits All-Time High of 4.1%
The recordkeeper’s Q2 participant report also finds third-consecutive boost in average retirement account balances on strengthened markets.
Florida, Georgia, and Rhode Island Rank Lowest for Employer-Sponsored Retirement Plans
Iowa, Idaho, and Montana came out on top when it comes to accessibility to workplace 401(k)s, according to analysis from...
BofA: Hardship Withdrawals Up 36% As More Prioritize Short-Term Needs
Distributions were down and hardship withdrawals were up, though overall saving rates remained steady, according to the bank’s latest participant...
Experts Forecast More Retirement Plan Options for Gig Workers
The majority of a Transamerica-sponsored panel sees better retirement plan offers and even matching for gig workers by 2026.
Conference Board: Remote Work Better for Employee Retention
Mandatory return to the office programs make attracting and retaining talent more difficult, according to an annual workplace survey.
73% of 401(k) Savers Would Like Personalized Investment Advice
Calculating the amount needed for retirement and identifying a retirement income stream are among the top needs for workplace savers,...
BlackRock: Retirement Confidence Shows Steady Decline
BlackRock's annual survey of the retirement space also finds participants are interested in guaranteed income to help with retirement security.
Americans Pick Advisers Who Appreciate Their Needs, Have Track Record, Survey Says
Data also showed that having an adviser boosts a respondent’s financial confidence.
Schwab: Financial Advisers Using Behavioral Finance Gain More in New Assets
Advisers also turned to personalized options such as direct indexing to stand out for clients.
Changing Workforce: Employees Over 55 Will Make Up 25% of US Labor Market by 2031
A Bain & Co. study found that the so-called Great Resignation has become the ‘Great Sabbatical,’ as many return to...