Data & Research January 29th, 2023 Research: Adding Alts To Target-Date Funds Can Boost Savings Outcomes Adding private market investments to TDFs can boost retirement income as much as 2%, according to Georgetown and WTW research.
Data & Research January 23rd, 2023 TIAA Survey Suggests Women May Be Better at Predicting Life Expectancy The research shows that most people don’t know average life expectancies, but women have a better handle on it than...
Data & Research January 23rd, 2023 Reconsidering Target-Date Funds After a Rocky 2022 Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research...
Data & Research January 17th, 2023 Research Shows Workers Favor Guaranteed Income Over Financial Wellness Tools Almost half of respondents agreed annuities can offer safety and stability, though other research shows in-plan defined contribution annuities are...
Data & Research January 17th, 2023 Fiduciary Concerns Continue to Stymie Annuities in 401(k)s Employers have embraced 401(k) plan benefits changes for 2023, but are still shying away from annuities, according to Alight.
Data & Research December 23rd, 2022 CDC Says U.S. Life Expectancy Fell to 76.4 Years in ‘21, Lowest Since 1996 Retirement plan consulting and actuary head says COVID-19 has muddled mortality outcome tracking, with the industry awaiting delayed IRS mortality...
Data & Research December 20th, 2022 Betterment, Vanguard Find Workers Tapped Retirement Savings in 2022 Workers are increasingly dipping into savings to cover costs that are increasing due to inflation, creating a moment for advisers...
Data & Research December 15th, 2022 Workers, Employers, Contributed to Retirement Plans at Record Rates Retirement contribution rates reached record highs, with combined worker and employer contributions equal to 13.9% of pay in 2021, new...
Data & Research December 15th, 2022 Study: Women Say Competing Priorities Hinder Retirement Saving Although women live longer than men, many retire earlier than planned and few can save enough to reach the income...
Data & Research December 12th, 2022 Morningstar Raises “Safe” Retirement Withdrawal Rate to 3.8% Morningstar researchers say higher interest rates and lower equity evaluations will make starting with a 3.8% withdrawal rate safe 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.
Data & Research November 22nd, 2022 Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated...
Data & Research November 18th, 2022 Sharp Year-End Decrease In Bonuses Expected for Financial Sector In the financial services sector, base salaries increase 4% to 5% for the second straight year in 2022, while bonuses...
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,...
Data & Research November 16th, 2022 Retirement Plans Still Vital in Talent War to Retain Employees Research from Voya finds U.S. workers still value a retirement plan about as much as a flexible work arrangement. Ubiquity...
Data & Research November 15th, 2022 53% of Savers Who Rely on Workplace Plans Don’t Work with Advisers U.S. consumers have a growing appetite for professional financial advice, but more than half of people relying on their employer-sponsored...
Data & Research November 11th, 2022 Expert Panel: The Economic and Political Sides of ESG Experts caution against including political values in investment strategy, but explain that ESG is not a political agenda.
Data & Research November 10th, 2022 Smaller Asset Managers Lag Behind in Adviser Digital Experience Gap in website satisfaction between large and small asset managers could lead to less investment.
Data & Research November 4th, 2022 Financial Advisers Focused on Client Outreach A new survey finds that a majority of advisers expect marketing efforts to play a big role in growing their...
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...