Data & Research June 25th, 2024 Capital Group Names Top Focus Areas for DC Investment Consultants Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for...
Data & Research June 25th, 2024 55-Year-Olds Twice as Likely to Rely on 401(k) Compared to Predecessors The reliance on 401(k)s means retirement industry must turn attention to this group about 10 years from the traditional retirement...
Data & Research June 24th, 2024 NEPC Looks at ROI of Managed Account Savings Advice In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution...
Data & Research June 24th, 2024 Vanguard: Roth 401(k) Savings Show Steady Growth Vanguard’s annual America Saves report shows an uptick of Roth 401(k) use both in terms of availability and participant use.
Data & Research June 21st, 2024 By the Numbers: Participant Retirement Saving Strategies & Outcomes The final PLANADVISER In-Depth installment for this quarter reveals the saving outcomes for participants depending on their strategies.
Data & Research June 20th, 2024 RIA Headcount Continues to Rise Registered investment adviser headcount and assets hit another record in 2023, according to the Investment Adviser Association and COMPLY.
Data & Research June 20th, 2024 Younger High-Net-Worth Investors Seek Out Alternative Investments Gen Z and Millennials are turning to alternatives instead of traditional stock and bond investments.
Data & Research June 17th, 2024 CITs Continue Dominance in DC Plans But Face Limitations According to recent research from Cerulli, collective investment trusts are surpassing mutual funds in 401(k) plans; yet, there are still...
Data & Research June 15th, 2024 Mutual Funds Maintain Lead in DC Adviser-Sold Market DC adviser-sold plans recorded strong sales overall in Q1 2024, according to ISS Market Intelligence.
Data & Research June 14th, 2024 Many Workers Don’t Realize They Are Not Contributing to Workplace Plans Principal examined the reasons that 59% of nonparticipating employees assumed they were saving in their retirement plans.
Data & Research June 12th, 2024 Institutional Plan Consultants: Nearly 90% of Clients Want Income Solutions PIMCO’s survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.
Data & Research June 12th, 2024 Why Aren’t Participants Using Financial Wellness Programs? Cerulli found that most financial wellness solutions are used at a rate of under 20%, with muddled communication and definition...
Data & Research June 11th, 2024 Funded Status of U.S. Corporate Pension Plans Continues to Improve in May Funded status improvement continues for fifth consecutive month, though in contrast to April, strong equity markets bolstered a decline in...
Data & Research June 7th, 2024 ADP Finds Inflation Driving Worker Wage Expectations Cost-of-living increases and strengthening economies have driven worker demand for higher wages in the U.S. and across the globe, a...
Data & Research June 5th, 2024 Both Ends of Financial Wellness Spectrum Benefit from Coaching Coaching seemed to work best for those with the most need—whether due to a strong financial position, or those struggling...
Data & Research June 4th, 2024 Only 30% of Savers Know About Social Security Shortfall Projections Once aware, 97% agree leaders should strengthen the system for current and future generations.
Data & Research June 3rd, 2024 Plan Sponsors Increasingly Offer Financial Adviser Services Participant demand for adviser services is driving demand, according to MFS.
Data & Research May 31st, 2024 Gen Z Savers Starting Strong, But Risk Being Overly Optimistic Although Gen Zers are showing a strong start to retirement savings, they still may be too aggressive in their financial...
Data & Research May 30th, 2024 Investor Shifts Herald ‘Irreversible Decline’ for Mutual Funds A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund...
Data & Research May 29th, 2024 Fiduciary Fee Study Small business 401(k) plan costs can benefit from fiduciary-grade advice, a practice that will be mandatory via the DOL’s new...