Data & Research June 7th, 2024 ADP Finds Inflation Driving Worker Wage Expectations Cost-of-living increases and strengthening economies have driven worker demand for higher wages in the U.S. and across the globe, a...
Data & Research June 5th, 2024 Both Ends of Financial Wellness Spectrum Benefit from Coaching Coaching seemed to work best for those with the most need—whether due to a strong financial position, or those struggling...
Data & Research June 4th, 2024 Only 30% of Savers Know About Social Security Shortfall Projections Once aware, 97% agree leaders should strengthen the system for current and future generations.
Data & Research June 3rd, 2024 Plan Sponsors Increasingly Offer Financial Adviser Services Participant demand for adviser services is driving demand, according to MFS.
Data & Research May 31st, 2024 Gen Z Savers Starting Strong, But Risk Being Overly Optimistic Although Gen Zers are showing a strong start to retirement savings, they still may be too aggressive in their financial...
Data & Research May 30th, 2024 Investor Shifts Herald ‘Irreversible Decline’ for Mutual Funds A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund...
Data & Research May 29th, 2024 Fiduciary Fee Study Small business 401(k) plan costs can benefit from fiduciary-grade advice, a practice that will be mandatory via the DOL’s new...
Data & Research May 29th, 2024 ‘Sandwich Generation’ Caregiving Crimps Retirement Planning Financial strains are holding back this generation of caregivers, but workplace benefit providers tout potential for employers to help with...
Data & Research May 27th, 2024 Addressing Changing Attitudes Toward Retirement Planning Today’s savers are preparing for retirement differently from their parents and grandparents, Nationwide finds.
Data & Research May 23rd, 2024 Fidelity Sees Record High 401(k) Contribution Levels Latest participant data also shows that small business employees with access to retirement plans save more than traditional 401(k) participants.
Data & Research May 21st, 2024 Employees Falling Short of Retirement Objectives Lack of retirement preparedness is prompting employee interest in financial wellness, Qualified Plan Advisors found in its annual wellness report.
Data & Research May 15th, 2024 Corporate Pension Funding Mixed Amid Equity Drop, Strong Interest Rates In April, record-high pension funding levels experienced a slight decrease due to a decline in asset values, but this decline...
Data & Research May 14th, 2024 John Hancock Starts Five-Year Longevity Research Project With MIT The retirement and insurance provider is dedicating millions in funding for a collaboration that will include a longevity preparedness index.
Data & Research May 13th, 2024 Winners and Losers of the PRT Market Boom Insurance carriers and asset managers skilled at pension risk transfer are reaping rewards of record transaction levels, while those specializing...
Data & Research May 6th, 2024 Social Security Funds Gain Additional Year in Forecasting A strong job market and wage growth helps extend forecast for both funds when compared to last year.
Data & Research May 6th, 2024 401(k) Trading Rose in April Alight’s 401(k) index found participant’s gravitating toward bonds.
Data & Research May 6th, 2024 DB and DC Participant Access Update The BLS’ most recent data reports 67% of private workers have access to a defined contribution plan and 15% can...
Data & Research May 2nd, 2024 Reading the Stress Barometer BrightPlan finds employees, especially Gen Z, are anxious about their financial situation as employers seek solutions.
Data & Research April 29th, 2024 Retirement Confidence Grows On Higher Wages Wage growth may be helping people feel more confident in retirement savings, but guaranteed income in retirement is still a...
Data & Research April 26th, 2024 Funds, Fees and Financial Wellness Callan’s annual DC survey identifies trends from 2023 and forecasts for ’24.