Personalized Participant Investment Experience and Data Integration Are Top Priorities for Advisers
Advisers prefer managed accounts as a retirement income solution, a PIMCO survey shows.
Data & Research
A Profound Opportunity for Advisers
A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected to shift into the hands of U.S. women over the next five years.
Why Small Business Owners Often Resist 401(k)s
Two of the reasons most commonly cited by small business owners for not offering a retirement plan are the beliefs that their business is too small to qualify and that they can’t afford a match.
How Technology and Personal Values Can Help Advisers Build Trust
Both retail and institutional investors see technology as a means of creating more transparency and broadening access to markets and advisory products.
Retiree Health Care Costs Jump After Brief Respite
The total projected cost of health care for a healthy couple retiring at age 65 is now well in excess of $300,000.
Data & Research
Advisers Can Assist High-Net-Worth Investors With Reimagined Retirement
Across generations, investors with $5 million of investable assets have created a new retirement roadmap.
Data & Research
How Advisers Can Build Trust Among Investors
CFA Institute data suggests industry leaders should seek to understand investor trust so they can deliver the most value to their clients.
Data & Research
Plan Sponsor Interest in Pooled Employer Plans Has Increased
The largest small employers may be the most interested.
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An Early Start to Financial Education
A new poll shows that there is growing support for financial education that begins at an early age, and suggests students in states that require such courses are more likely to display positive financial behaviors.
Higher Labor Costs Spark Benefits Creativity
Amid the increased competition for talent, businesses are focused on growing and maintaining their staff by offering the right blend of innovative benefits, according to a new survey from Principal.
Annuity Sales Hit Record High in March
Double-digit growth for fixed-indexed annuities and fixed-rate deferred annuities drove overall sales to pre-pandemic levels during the first quarter.
Improving Access to the Retirement Saver’s Credit
The Transamerica Center for Retirement Studies suggests policymakers reduce eligibility requirements to help make the saver’s credit more accessible.
Measuring Shifts in Retirement Plan Appreciation
Survey data shows the COVID-19 pandemic has changed the way workers understand and appreciate both their health care benefits and their retirement planning opportunities in the workplace.
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Workers Remain Optimistic About Retirement
Workers are confident that they will have enough money for basic expenses during retirement.
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Guaranteed Income Options May Boost Retirement Confidence
Interest in access to guaranteed lifetime income in retirement rose during the pandemic, but education and adoption has been slow.
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Industry Thoughts on Emergency Savings
The general consensus is that emergency savings solutions should enable greater short-term savings while preserving long-term investments, DCIIA says in a new report.
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Labor Shortages Mean Benefits Shine
Recent trends have helped to exacerbate the shortage of workers available to many businesses, putting a spotlight on the importance of well-constructed compensation and benefits packages.
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Some 403(b) Plan Sponsors Don’t Have Information Needed to Monitor Fees
A GAO study found a wide range in 403(b) plan recordkeeping and investment management fees.
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Retirement Plan Participants Want Their Investments to Make a Difference
Fiduciary considerations must still drive environmental, social and governance investment selection.
Data & Research
The Potential Impact of 401(k) Loan Default Protection
Research from the Employee Benefit Research Institute shows 401(k) plan loan defaults that occur as a result of job changes or terminations are a significant, but addressable, source of retirement account leakage.