Fidelity: ‘Retirement Age’ No Longer Integral to Late-Career Plans
One-quarter of surveyed pre-retirees do not have a set age for when they will retire, according to Fidelity.
Data & Research
Emergency Relief Benefits Prove Crucial as Saving Struggles Persist
More employees are seeking benefits that address their emergency relief needs, according to recent surveys.
For Advisers, AI Becoming ‘Invisible Infrastructure’
Recent surveys shed light on the value advisers are taking from advances in artificial intelligence.
Automatic Enrollment Growing Trend Among Employer-Sponsored 401(k) Plans
Overall 401(k) plan costs have declined in the past decade, according to new research from the Investment Company Institute.
Investors’ Survey Mixed About Short-Term Market, Confident of Long-Term Returns
Nearly half of surveyed institutional investors were expecting lower returns for the S&P 500 Index this year, according to asset...
Target-Date CITs Continue to Surpass Mutual Funds
The most-used vehicle in the target-date market since 2024, collective investment trusts continue to dominate to the tune of 20%...
CRM Software Top of Mind Among Advisers’ Tech Options
According to a recent survey, financial advisory firms and professionals value customer relationship management solutions the most of all fintech...
Aging Population Will Lead to Great Wealth Transfer, Retirement Shifts
Research from State Street and McKinsey underscored forthcoming demographic changes—and the effects on retirement finances.
More Women Enter Wealth Management but Underrepresentation Remains
Women are increasingly taking roles in wealth management, but tend to lag in firm ownership, revenue generation and long-term leadership,...
Why Eligible Workers Are Sitting Out on Retirement Plan Contributions
Data from PLANSPONSOR and Ascensus show an increased need for plan awareness and understanding to address a lack of plan...
The Underspending Dilemma
Data show retirees are holding back, but not for fear of running out of money.
Younger Investors Turn to High-Risk Assets to Catch Up on Long-Term Savings
Three-quarters of Northwestern Mutual survey respondents, most from Generation Z, view high-risk assets like sports betting and crypto as a...
Retirement Plan ‘Leakage’ Rises Slightly Due to Hardship Expenses
New data show a slight uptick in participants turning to retirement savings to cover hardship expenses.
Student Debt Reaches Not-so-Recent Graduates
Research reveals the intersection of borrowers’ cost pressures.
Private Assets an Uncertain Certainty for DC Plans
Financial services firm Mesirow argued that widespread incorporation of private assets into defined contribution plan target-date strategies will take time.
Americans Ready—but Not Prepared—to Retire
According to multiple recent surveys, US respondents are increasingly less confident about being able to achieve their retirement hopes.
Small Businesses See 50% Boost in Retirement Plans Since 2020
Gusto Inc. found states with auto-IRA laws had higher rates of retirement plan adoption, but overall contribution rates remain low.
Vanguard: DC Balances Hit New Highs in 2025
A preview of ‘How America Saves 2026’ revealed strong plan design and participant behavioral trends drove record savings last year.
Fidelity: 401(k), 403(b) Balances See Double-Digit Growth for Third Consecutive Year
In 2025, 401(k) balances increased by more than 11%, and 403(b) balances rose 13%.
BlackRock Trends Report Points to More Retirement Income, Participant Communication
Defined contribution plans are taking a few strategies from the pension playbook, according to BlackRock.