Data & Research March 31st, 2023 Social Security Trust Fund May Fall Short One Year Earlier Than Expected Social Security's largest trust fund may be depleted in 2034, one year earlier than previously estimated, according to its Board...
Data & Research March 31st, 2023 Women Who Work With Financial Professionals Feel More Prepared for Retirement Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.
Data & Research March 29th, 2023 Capital Group: Now is Optimal Time to Sell Retirement Plans An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...
Data & Research March 28th, 2023 US Workers’ Retirement Readiness Declines Amid Market Volatility American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the...
Data & Research March 28th, 2023 EBRI Selects Barb Marder of Mercer as New CEO Barb Marder moves from leadership positions at Mercer to be the new president and CEO of EBRI.
Data & Research March 23rd, 2023 Non-Immediate Vesting Does Not Help Companies Retain Employees According to retirement experts at an EBRI hosted webinar, vesting forfeitures are easy to time and easy to outweigh with...
Data & Research March 23rd, 2023 Experts Predict Major Growth in Retirement Coverage, Benefits By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.
Data & Research March 22nd, 2023 Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility Only 2.5% of DC plan participants halted contributions to their plans in 2022.
Data & Research March 21st, 2023 Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans More than 20% of advisers said clients spend between a quarter and half of their time on plan administrative tasks...
Data & Research March 16th, 2023 Women of Color Taking More Confident Approach to Financial Future According to data from Edelman Financial Engines, 67% of women of color reported securing a better financial path than the...
Data & Research March 15th, 2023 Shifting Adviser Preferences Transform Broker/Dealer Revenue Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost.
Data & Research March 13th, 2023 Within ESG, Companies Most Engaged with Environmental, Social Issues A recent report from ISS ESG indicated that environmental topics receiving the most attention related to water and biodiversity. The...
Data & Research February 28th, 2023 Inflation Hitting Millennials Hardest as They Seek to Meet Needs Millennials are most likely to reduce insurance and retirement contributions due to inflation, but financial wellness can help with more...
Data & Research February 24th, 2023 Top Economist: Recession Coming, But Boomer Retirees to Mitigate Job Cuts The US is expected to enter a “short and shallow” recession in 2023, according to the Conference Board’s top economist.
Data & Research February 23rd, 2023 CAPTRUST Survey Shows Nonprofits Ignore Benefits of Select Investments New research shows organizations often overlook alternative assets, ESG and DEI.
Data & Research February 21st, 2023 Early Years Are Formative for Female Advisers’ Success, Survey Shows Female advisers reported needing up to 10 years of experience to feel confident in their profession.
Data & Research February 14th, 2023 High Inflation Takes a Toll on Employees’ Financial Well-Being Inflation, which remains elevated as of Tuesday's CPI report, has led to increased stress, less financial preparedness and growing debt,...
Data & Research February 9th, 2023 Survey of LGBTQ Workers Finds Lower Satisfaction With Work Benefits LGBTQ and non-LGBTQ workers have broadly similar interests in terms of benefits, but there may be an access gap, EBRI...
Data & Research February 8th, 2023 Retirement Savers Held Course in 2022 Despite 401(k) Declines The latest retirement plan participant tracking from Vanguard and Bank of America show retirement savers’ resilience last year.
Data & Research January 30th, 2023 Most Advisers Seeking Options Like HSAs, 529s to Compete for New Plans Advisers are most interested in adding HSAs, 529s and emergency savings accounts to their offerings, according to a survey by...