Participants’ Satisfaction With Digital Plan Experience Translates to Plan Asset Retention
Mobile apps ‘significantly outperform’ websites in participant reviews, according to a study by JD Power.
Data & Research
Advisers Boost Widowed Adults’ Financial Confidence, per Study
Among widowed adults surveyed by Ameriprise, 58% wanted someone with whom they could share financial decisions.
Fidelity: 41% of Plan Sponsors Want Advisers to Handle Investment Menus
New investment options are a goal for 89% of surveyed sponsors, but a growing number want advisers to make the...
Employers Anticipate Healthcare Costs to Rise for 5th Consecutive Year
Marsh estimates the largest year-to-year upsurge in the price of medical benefits in more than 20 years.
Reduced Work Hours Tied to Outsized Cuts in Retirement Benefits
Benefits for both defined contribution and defined benefit plans suffer when public sector employees switch to part-time hours, according to...
DC Account Balances Reach Record Highs in Q2
A Fidelity report found 401(k) balances grew by 10.5% over the quarter, a nearly six-year record.
Participants Want Simplified Investments in DC Lineups, per Vanguard
Even with sponsors offering a large menu of options, two-thirds of participants only used one fund.
PBGC Updates 4 Categories of Interest Rates in August
Pension plans and multiemployer plans use the heightened rates for valuation and funding purposes.
Program Administrator, Multi-State Partnerships Sought by Washington Saves
The state-facilitated retirement program is expected to launch next July.
Digital Financial Tools Can Improve Retirement Readiness, but Can’t Replace Human Advice
Remote financial wellness programs can improve retirement saving behavior, but surveyed consumers still prefer personal or hybrid communication with advisers.
Public Sector Workers Less Likely Than Private Employees to Seek Financial Advice
MissionSquare research found public sector employees are less likely to work with financial professionals and more likely to rely on...
Participants With Managed Accounts Make Larger Contributions, per Morningstar
Participants using managed accounts within voluntary enrollment plans contributed 1.2 to 2.3 percentage points more than non-users across all age...
2027 Employer Healthcare Costs Projected to Grow up to 11%
Recent reports credit catastrophic claims, specialty drugs and chronic medical conditions for the heightened figures.
Fidelity Finds First Half of 2026 Reached $342.9B In Client Assets Acquired
When thinking about acquiring, buyers are considering a firm’s cultural fit, client experience and long-term strategic alignment before making an offer.
Parents Want More Financial Education in Schools
Surveyed parents strongly supported financial education, but say their children are getting less instruction in investing and retirement planning.
Gen Z Saves for Retirement While Exploring Investment Strategies
More than one-quarter of surveyed Generation Z investors said they used sports betting as part of a long-term investing strategy,...
NFP Finds Succession Planning Support Vital for Executive Benefits
Succession planning has become a key focus for 62% of executives, but many organizations have yet to align benefits with...
How Rising National Debt Threatens Social Security, US Retirement
The Conference Board outlines fiscal scenarios that could strain Social Security and raise borrowing costs.
Small Employers See Largest Gains in Retirement Coverage
Industries with historically low plan participation rates and hourly employees are seeing particularly large gains in coverage, according to Gusto.
While Clients May Be Using AI, They Still Want Human Support
Addition Wealth found that 21% of survey respondents used artificial intelligence for financial decisions, and 14% fully trusted the technology.