Data & Research June 3rd, 2025 Survey Explores Unrealized Tax Credits A report from the New Practice Labs suggests how more low-income households can realize available tax credits.
Data & Research May 30th, 2025 Making Decisions About AI Adoption Firms express cautious optimism about artificial intelligence tools in a recent survey.
Data & Research May 29th, 2025 Younger Americans Rewriting Rules of Retirement Members of Generation Z and Millennials are saving and planning for retirement much earlier than previous generations, and they’re doing...
Data & Research May 29th, 2025 Most Americans Still Skip Basic Cyber Protections According to a survey by digital security company Iris, 91% of Americans worry about AI threats to their personal data,...
Data & Research May 28th, 2025 Most Workers 55 And Older Are Unprepared for Retirement A new report from the Institutional Retirement Income Council proposed workplace-based programs to equip pre-retirees with tools for sustainable income...
Data & Research May 28th, 2025 Retirement Transitions: A Missed Opportunity for Many Employers A Transamerica report reveals that most employers are rethinking benefits, but many still fall short in retirement education.
Data & Research May 23rd, 2025 Economic Anxiety Deepens as Financial Goals Slip Out of Reach The pressure of economic uncertainty is reshaping aspirations across generations, according to recent polling.
Data & Research May 22nd, 2025 Concerned About Economic Conditions, Workers Decrease Savings U.S. workers are reducing 401(k) and other savings amid concerns about inflation and heightened financial stress, according to several research...
Data & Research May 21st, 2025 Proposals Suggest Redirecting DB Plan Surpluses to Boost Benefits, Raise Revenue Two proposals from the American Benefits Council suggest ways to redirect some $100 billion in surplus funds from pension funds...
Data & Research May 20th, 2025 Survey Finds Participants Want Retirement Plans to Support Guaranteed Income Almost nine in ten 401(k) plan participants believe employers have a responsibility to help ensure retirement income security, according to...
Data & Research May 20th, 2025 Parents Face Competing Financial Priorities According to 88% of parents, their financial adviser was helpful in making financial decisions related to their children.
Data & Research May 19th, 2025 Small Business Owners Show Resilience on Main Street U.S. small business owners report they are staying the course to endure inflation and labor pressures.
Data & Research May 19th, 2025 Study Finds Mismatch Among Employers and Workers Regarding Benefits Both employers and employees agree that financial stress is the primary employee concern—but a Prudential Survey finds employers underestimate how...
Data & Research May 16th, 2025 As Longevity Increases, Retirement Planning Struggles to Keep Up Two studies highlight a mismatch between life expectancy and current retirement planning.
Data & Research May 13th, 2025 In Q1, 529 and ABLE Account Assets Continue Steady Growth The majority of the assets, $500 billion, are held in 16.3 million 529 savings plan accounts, while prepaid tuition plans...
Data & Research May 12th, 2025 C-Suite Prioritizes a Shift to Proactive Management According to PR firm Padilla, 67% of executives report their employees are ready to support change initiatives, and leaders are...
Data & Research May 6th, 2025 Emergency Savings Linked to Less 401(k) Loan Use, Stronger Retirement Outcomes According to a February survey, the usage of 401(k) plan loans has continued to increase.
Data & Research April 29th, 2025 Economic Uncertainty Causes Financial Stress, Moves People To Take Action Americans are determined to take control of their financial lives, yet most feel unprepared and only half trust themselves to...
Data & Research April 28th, 2025 A Side Gig Retirement Plan Two-thirds of retired Americans wish they had a side gig to support their ideal retirement lifestyle, and 93% of those...
Data & Research April 25th, 2025 Retirement Confidence Remains High, As Does Interest in Income Options EBRI's most recent Retirement Confidence Survey found that 67% of workers and 78% of retirees reported being confident that they...