Data & Research

The Financial Services Industry Can Help Tackle Economic Inequality

Each U.S. household in the bottom half of the wealth distribution has only $20,000 of net worth, on average, a figure that represents less than 0.1% of those at the very top. Helping more people to own homes and to invest even modestly in the stock market are seen as critical steps to closing that gap.

Data Mine—March 2020

With each edition of the PLANADVISER Data Mine, we dig for the most actionable findings in the latest retirement plan industry research.

Facts You Haven’t Learned About HSAs

One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA once they enter retirement. 

Data Mine—November 2019

The retirement plan industry is flush with data points and analyses. In this November 2019 edition of Data Mine, we have dug out the most useful findings from a range of published works.