Auto-IRAs May Need Better Emergency Withdrawal Comms
A study by Boston College researchers finds state auto-IRA savers may not know how flexible the accounts can be.
Data & Research
Having a Plan Can Help Employees Navigate Open Enrollment
New Corebridge research highlights the positive effect plan advisers and sponsors can have by prompting participants to plan out their...
401(k) Traders Shifting to Fixed Income
There is a ‘rebalancing’ happening after four consecutive quarters of a lean toward equity investing, according to Alight data.
Who Is Most at Risk for Retirement Savings Shortfall?
Our final PLANADVISER In-Depth story on the state of retirement in the U.S. considers the groups most at risk for...
Private Real Estate Assets in DC Plans Valued at $36.4B
A survey of real estate investment managers found inflows holding steady as the effect of the COVID-19 pandemic subsides.
Americans Are Calling for Policymaker Action on Social Security
Reports from HealthView and Transamerica show people want policymakers to work on shoring up Social Security now.
Young Plan Participants Expect to Rely on Personal Retirement Accounts
Millennial 401(k) participants do not believe they can count on Social Security or guaranteed income sources.
US Retirement Assets Hit Record $40T
Asset growth is led by an increase in holdings in IRAs and 401(k) plans.
Americans Brace for Election’s Impact on Retirement Planning
Experts from Wealth Enhancement, summarizing a recent survey, say Americans are still optimistic about retirement in the long run.
It’s Time to Rethink Retirement, Says T. Rowe Price
According to a white paper from the firm, employers should customize benefits for a ‘transitioning to retirement’ workforce.
Mixed Results for Corporate Pension Funded Statuses
Most pension trackers reported that equity markets performed well in August but were offset by an increase in liabilities.
Enhancing the Retirement Plan Digital Experience
J.D. Power finds digital channels are often lacking for participants.
DC Plans in US Need to Cover More Workers, TIAA Finds
A study of global pension systems also suggests that workers should be required to join 401(k)s and other retirement programs.
How Recordkeepers Can Stay Competitive
Accenture, fresh off its partnership with TIAA, says scale or specialize.
Social Security Cost-of-Living Adjustment Forecasted at 2.5% for 2025
The Senior Citizens League projects next year’s cost-of-living adjustment on a day when the Consumer Price Index rose 2.5% over...
Nuts & Bolts: Solo 401(k)s and SEP IRAs
What advisers need to know about Solo 401(k)s and SEP IRAs.
Workers’ ‘Spending Spikes’ Threaten Retirement Security
Many public sector employees face unexpected expenses, leading to increased DC plan loans and credit card debt.
More Participants Plan IRA Rollovers in 2024
Cogent Syndicated by Escalent finds a jump in rollover intent among respondents interested in an IRA; a Human Interest survey,...
401(k) ‘Millionaires’ Hit Record
Fidelity’s 401(k) and IRA ‘millionaires’ are at record levels on strong markets and contribution, but separate surveying reveals millionaires still suffer...
What Investors Value in Financial Advisers
Morningstar revealed that investors prioritize personalized financial advice and goal-based planning.