Data & Research April 21st, 2022 Labor Shortages Mean Benefits Shine Recent trends have helped to exacerbate the shortage of workers available to many businesses, putting a spotlight on the importance...
Data & Research April 11th, 2022 Some 403(b) Plan Sponsors Don’t Have Information Needed to Monitor Fees A GAO study found a wide range in 403(b) plan recordkeeping and investment management fees.
Data & Research April 11th, 2022 Retirement Plan Participants Want Their Investments to Make a Difference Fiduciary considerations must still drive environmental, social and governance investment selection.
Data & Research April 6th, 2022 The Potential Impact of 401(k) Loan Default Protection Research from the Employee Benefit Research Institute shows 401(k) plan loan defaults that occur as a result of job changes...
Data & Research April 5th, 2022 Crypto Investing and Financial Literacy Across Generations While most people in each generation still expect to rely on traditional income sources such as 401(k)s and Social Security...
Data & Research April 5th, 2022 Study Finds Advantages to Virtual Retirement and Financial Wellness Education An increase in participant engagement and confidentiality are reasons to continue virtual meetings when employees are back in the office.
Data & Research March 29th, 2022 Report Offers Considerations for Using Retirement Plans to Help With Emergency Savings Roth and after-tax accounts could be used to facilitate emergency savings, with certain considerations about the cost of accessing funds...
Data & Research March 23rd, 2022 Research Finds Positive Retirement Savings Behavior After Financial Wellness Webinars 401(k) plan participants of different age and contribution rate cohorts had differing responses to attending the webinars, an issue brief...
Data & Research March 22nd, 2022 Workers Look Past the Pandemic to Retirement Many Americans are concerned about the impact that inflation will have on their retirement savings, but despite the general unrest...
Data & Research March 21st, 2022 Short-Term Inflation Will Dramatically Increase Retirement Health Care Costs The average 55-year-old couple can expect to pay an additional $160,712 for health care in retirement because of inflation, according...
Data & Research March 18th, 2022 Education Level Impacts Americans’ Return to Work According to the EBRI, workers with lower educational levels have seen more job losses that have continued through the pandemic,...
Data & Research March 16th, 2022 Small Plan Fee Considerations The expenses paid by the smallest plans have dropped over the years, but they still pay more on a percentage...
Data & Research March 15th, 2022 Why Employees Quit in 2021 Survey data from the Pew Research Center sheds light on why employees quit and what they have come to expect...
Data & Research March 15th, 2022 How Financial Services Employees Feel about Cybersecurity A new study shows that most people working in regulatorily sensitive industries such as financial services are aware of the...
Data & Research March 14th, 2022 Considering Four Categories of Plan Design Features The American Academy of Actuaries outlines the different methods for improving participant outcomes that plan sponsors can use, depending on...
Data & Research March 11th, 2022 Researchers Reveal Way Advisers Can Encourage Retirement Savings Research looked at the impacts of framing future moments in time as opportunities to save for retirement
Data & Research March 10th, 2022 Retirement Savers Show Confidence in Current 401(k) Model A recent ICI survey found that a majority of Americans dislike the idea of government-controlled investment options and are confident...
Data & Research March 10th, 2022 Advisers Can Help Women Add to Growing Retirement Confidence Women are adjusting their approach to finances and value advisers who will listen to them.
Data & Research March 9th, 2022 Sounding the Alarm on Gender Inequality in Retirement A recent U.S. House Education and Labor Committee hearing covered several retirement-related topics, including how to increase pay and benefit equity for women in the workforce.
Data & Research March 8th, 2022 Latest Guide to Retirement Underscores Changing Landscape J.P. Morgan says retiree income replacement needs have risen across the income spectrum and now range from 72% to 98%,...