Data & Research November 21st, 2023 Money May Buy Happiness After All, Empower Survey Shows Of Americans surveyed in an August poll, almost 60% said money buys happiness, at least in part, as it gives...
Data & Research November 21st, 2023 Citi, JP Morgan Rated 1st in Digital Platform Satisfaction, According to JD Power Survey finds connection between digital experience ranking and client satisfaction and retention.
Data & Research November 20th, 2023 Fidelity Sees Quarter-on-Quarter Decline in Retirement Balances The third quarter also saw increases in withdrawals and loans as participants managed expenses amid inflation and higher borrowing costs.
Data & Research November 15th, 2023 Low- to Moderate Income Workers Face Brunt of Climate Change Effects The financial situations of African Americans, Hispanics and women are particularly vulnerable to the results of extreme climate events.
Data & Research November 14th, 2023 Morningstar Ups Safe Starting Retirement Withdrawal Rate to 4% Higher fixed-income yields and lower long-term inflation estimates led to Morningstar raising the starting retirement withdrawal rate from last year’s...
Data & Research November 10th, 2023 CITs Surpass Mutual Funds as Preferred Investment Vehicle for DCIOs Providers of collective investment trusts are expected to target midsize and large DC plans in the coming year.
Data & Research November 8th, 2023 Investors, Betting on Elevated Interest Rates Into ’24, Are Favoring Fixed Income CoreData finds that 50% of respondents named fixed income as their preferred asset class for risk-adjusted returns—in part due to...
Data & Research November 7th, 2023 Money Markets Experience Highest 401(k) Investment Inflows in October Alight Solutions’ 401(k) index also revealed 14 of the month’s 22 trading days favored fixed-income funds.
Data & Research November 2nd, 2023 Morningstar Releases Ratings for States’ 529 Plans Only two received a gold rating among the 54 tax-advantaged education saving plans assessed.
Data & Research November 1st, 2023 US Consumers Cite Credit Card, Medical Debt as Common Culprits Delaying Retirement 30% of pre-retirees said credit card debt is putting post-work plans on hold, according to a new study by ScoreSense,...
Data & Research November 1st, 2023 Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Data & Research November 1st, 2023 Participant Goals Show Need for Plan Design Improvements Many participants want to save more and retire at the traditional age, which will require advisers to help with thoughtful...
Data & Research October 31st, 2023 Total Annuity Sales Jump 11%, Poised to Break Annual Record Retail annuity sales hit $89.4 billion in Q3, while deferred income annuity sales reached $950 million, according to LIMRA.
Data & Research October 30th, 2023 Auto Features in Private Sector Plans Could Influence Public Plan Design Private sector automatic escalation has become commonplace and could incentivize the public sector to do the same, MissionSquare reports.
Data & Research October 27th, 2023 HSAs Still Have Room for Improvement, Morningstar Reports Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use...
Data & Research October 23rd, 2023 US Workers Expect AI to Extend Human Longevity, Increase Retirement Needs A Nationwide survey found that Americans are bullish on artificial intelligence but less confident in their ability to pay for...
Data & Research October 23rd, 2023 TDF Assets Through Q3 Dip Slightly, Still Outpacing ‘22 American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund,...
Data & Research October 23rd, 2023 Long-Term Investment Fund Assets Set to Rise After 2022 Dip After a tumultuous few years of rising interest rates and market volatility, ISS MI sees a return to growth for...
Data & Research October 20th, 2023 Most Retirees Would Change Retirement Strategy, Lincoln Financial Finds Separately, Hartford Funds’ Mike Lynch says employers should consider a program for retirees to mentor pre-retirees to improve retirement readiness.
Data & Research October 18th, 2023 US Retirement System Matches Worldwide Average With C+ Grade The US scored 63 on an overall index for pension coverage value, 23 points behind the No. 1 spot held...