Diversity of S&P 500 Boards Continues to Improve
All S&P 500 boards have at least one woman for the first time, according to a study by Spencer Stuart.
Data & Research
Self-Directed Investors Satisfied With Their Strategies in 2020
Most say they learned the importance of staying the course, despite market volatility.
Hearts & Wallets Study Shows Workers Want More Personalized Financial Advice
American workers are expecting more from workplace programs, such as tailored communications and experienced representatives.
Investors Less Likely to Heed Advice from Robo Advisers
It appears, according to a survey by Dalbar, that people put more faith in the advice of a human adviser.
Financial Wellness Programs in Greater Demand During COVID-19
Prudential survey finds employees were looking for financial advice and emergency assistance.
Nearly One-Quarter of Health Care Workers Have Decreased Their Retirement Savings
It should then come as no surprise that 38% are less confident they will have enough money to live comfortably in retirement, TIAA found.
Workers Concerned About How Election Day Will Impact Retirement Savings
A Lincoln Financial report also finds some workers are uncertain or confused when it comes to how they should prepare their retirement plans ahead of election results.
Gen X Facing the Stark Reality of Retirement
More than any other generation, its members are receptive to in-plan guarantees.
Fear of Retirement Spending Worsened by Pandemic
Retired households with less than $200,000 accumulated in a DC plan at retirement tend to spend down only about a quarter of their assets during the first two decades of retirement.
Data & Research
Stock Purchase Plan Expertise Helps Advisers Shine
The vast majority of employees that participate in both 401(k) and employee stock purchase plans say it is important to take advantage of financial guidance made available by their employer.
Data & Research
Financial Wellness Is the First Step to Retirement Security
Financial wellness programs are here to stay, and they are a big part of the employee benefits landscape of the future, says Craig Copeland, a senior research associate at EBRI.
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An Eye-Opening Millennial Q&A
Kevin Boyles at Millennium Trust says companies have been responding to the pandemic with exceptional agility—driven in no small part by the expectations of their Millennial workers.
Many Workers Report Feeling Satisfied with Employer-Provided Benefits
And more are seeking advice from a third-party professional, especially as open-enrollment season begins.
Employers Face High Health Care Benefit Costs for 2021
Many are already implementing strategies to drive down expenses.
Workers Need Help on Retirement Income
They expect 44% of their retirement income will come from their 401(k), according to Charles Schwab, and half said they would benefit from financial advice.
Women’s Retirement Confidence Has Ebbed Since Start of Pandemic
A mere 17% of women say they are very confident they will be able to retire comfortably, according to the Transamerica Center for Retirement Studies.
People of Color Report Limited Retirement Investments
They also say they are not making headway on their retirement goals.
Majority of People Prioritize Retirement Saving Over Being Debt-Free
A Voya survey also found that 54% of employed Americans plan to work in retirement as a result of COVID-19.
Employers Offer Broad Range of Jobs to Older Workers—But With Lower Pay
These opportunities also do not tend to offer benefits.
More Employees are Taking Coronavirus-Related Distributions
The move comes even as an American Consumer Credit Counseling (ACCC) report finds more workers are increasingly confident in their employment stability.