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 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.
Client Service April 2nd, 2023 For NQDCs to Meet Growth Potential, Experts Turn to Customization Less than half of recordkeepers currently offer “top hat service” for highly compensated employees.
In Practice March 29th, 2023 Latino-Owned Businesses May Be Poised for 401(k) Plan Growth As state mandates for small businesses take hold, industry players see opportunity in reaching the underserved Latino population.
In Practice March 16th, 2023 Labor Tightness Drives More Immediate Eligibility for Retirement Deferrals The tight labor market has pushed employers to offer attractive retirement savings plans, according to experts at Vanguard and Fiducient...
The Markets February 24th, 2023 Fidelity: Gen Z Savers Pour Into IRAs For all age groups, however, average 401(k) balances were down 23% in 2022 due to declines in both stocks and...
Deals & People February 24th, 2023 AON Boosts Staff to Further $1B Pooled Employer Plan Aon continues pooled employer plan push, adding headcount to keep adding beyond over $1B in reported assets and commitments in...
In Practice February 22nd, 2023 Retirement Saving Hardest Financial Habit for Homes to Adopt Hearts & Wallets finds just 43% of households have a habit of retirement saving, even as financial wellness tools and...
In Practice February 18th, 2023 Employers Working to Address Growing Concerns for Emergency Saving HR leaders are struggling to manage the array of employee stressors related to a lack of emergency funds.
Compliance December 6th, 2022 Experts: More Hackers Going After Retirement Savings Cybersecurity experts say they see an increase in theft of participant data from retirement plans, and warn about scams in...
The Markets December 6th, 2022 Bear Market Draws Attention to Actively Managed Funds Active and passive funds have both found success in retirement saving plans, but recent volatility is providing further analysis for...
Data & Research December 1st, 2022 Self-Directed Retirement Investors In Brokerage Accounts Stay in Equities Despite Volatility According to a Charles Schwab report, the average account balance decreased approximately 20%, year-over-year.
The Markets November 22nd, 2022 Self-Directed Investors Confidence Down Due to Challenging Market Nearly half of self-directed investors feel less confident in their ability to save enough money to live comfortably throughout retirement,...
Data & Research November 17th, 2022 Retirement Account Balances Down 21% or More in Q3, Fidelity Data Shows Data from more than 35 million participants in Fidelity accounts shows a steep hit to balances during the market downturn,...
Products November 10th, 2022 Retirement FinTech Startup Lilly to Push Credit Card Rewards to IRAs Venture-capital backed startup Lilly Funds recently launched a savings app to ship cash rewards from purchases to retirement accounts.
Data & Research November 4th, 2022 Women in Senior Roles Reach Retirement with 62% of Wealth of Male Peers The wealth accumulation gap between women and men is largest in leadership roles, in part because the pay trajectories for...
Products November 1st, 2022 Allianz Life Launches Income Annuity for Use in DC Plans Allianz finds growing numbers of U.S. workers want guaranteed income options in their employer-sponsored retirement plan.
Data & Research October 21st, 2022 Millennials and Gen Z Wealth Rises 25%, Outpacing Gen X and Boomers The growing wealth of younger generations brings more challenges – and opportunities – to the investing and retirement planning sector,...
Data & Research October 13th, 2022 Financial Challenges Prevent Saving for Retirement A new Goldman Sachs Asset Management retirement report finds myriad competing financial priorities are impeding participants from saving sufficiently for...