Data & Research March 14th, 2024 How Americans’ Health Care Costs Affect Their Work and Savings Two out of every five Americans are postponing health care needs due to cost concerns, according to a survey commissioned...
Data & Research March 12th, 2024 Most Americans Expect to Live Longer, Still Retire Around 67 Research from Corebridge and the Longevity Project find half of Americans want to live to 100, even as financial anxieties...
Data & Research March 11th, 2024 Record Number of Participants Raised Deferral Rate in 2023, Vanguard Reports On the other side of the equation, plan loans were up 12% year-over-year, and hardship withdrawals increased modestly.
Data & Research March 8th, 2024 New Data Show Women in Same-Sex Marriages Live Longer, Have Greater Retirement Planning Needs J.P. Morgan’s 2024 Guide to Retirement reveals how gender, sexual orientation and relationship status correlate with longevity.
Data & Research March 7th, 2024 $20B Club Plans’ Funded Statuses Declined Slightly in 2023 The drop among the traditional group of 21 companies comes after two years of gains, according to Russell Investments.
Data & Research March 4th, 2024 Advisers Face Obstacles to Incorporating Alternative Investments Only one-quarter of advisers even have access to alts, according to Fidelity.
Data & Research March 4th, 2024 More Than 21.9M People Will Qualify for Saver’s Match, EBRI Says The Saver’s Match will replace the Saver’s Credit in 2027, making it a direct government matching contribution into an IRA...
Data & Research March 1st, 2024 IAA and CFA Institute Conducting Survey on Marketing Rule Compliance The survey seeks to collect data on compliance practices.
Data & Research March 1st, 2024 IRA Assets Climb to $13T, With Rollovers Fueling Growth The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead...
Data & Research February 29th, 2024 Prime Capital Announces Scholarship Fund Encouraging Women to Work in Finance The program aims to support diversity in the financial services industry.
Data & Research February 28th, 2024 Employee Well-Being Differs Significantly by Demographic Gender, race, income and age all shape the well-being of employees and should be taken into account when designing workplace...
Data & Research February 27th, 2024 Fidelity 401(k) Millionaire Totals Rebound in Q4 2023 The total number of 401(k) accounts exceeding $1 million at Fidelity increased in last year’s final quarter.
Data & Research February 23rd, 2024 Asset Managers Should Adopt Holistic View of DC and Retail Markets Asset managers can support defined contribution ‘dabbler’ and 'nonproducer’ advisers in managing their practices, Cerulli recommends.
Data & Research February 21st, 2024 Encore Fiduciary Finds Inaccurate Fee Benchmarking in 401(k) Litigation Fiduciary expert says the plaintiffs’ use of Form 5500s to measure fees creates erroneous comparisons, and he recommends its new...
Data & Research February 15th, 2024 Labor Economist Takes Aim at ‘Working-Longer’ Culture Teresa Ghilarducci discusses why her new book pushes back on working in old age as an answer to retirement insecurity.
Data & Research February 14th, 2024 Financial Advisers Less Optimistic Than Clients on Retirement Readiness Among those nearing retirement, 47% are as likely to use advisement services linked to their workplace plan as they are...
Data & Research February 7th, 2024 Bank of America Reports 15% Increase in 401(k)s in 2023 The increase came partly from increased contributions, partly from market gains, which was also noted in separate 401(k) investing research...
Data & Research February 6th, 2024 Workers Call for Savings Assistance in New Report Many employees are stressed about their finances and are tapping retirement savings to make ends meet, according to a survey...
Data & Research February 6th, 2024 7 Steps to Further Diversity in Asset Management A Milken Institute financial markets director lays out the firm’s plan to improve diversity in asset management.
Data & Research February 1st, 2024 What Gen Z Values Most From Employers The Standard found that workers of Generation Z value traditional benefits, so employers can still focus their efforts on core...