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...
Data & Research October 17th, 2023 Inflation Is Reshaping Retirement Outlooks, MFS Reports Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
Data & Research October 10th, 2023 Managed Account Sponsors Believe Advisers Can Better Use Offerings, Cerulli Reports The consulting firm's latest survey revealed that managed account sponsors have significant concerns about plan advisers’ ability to optimize portfolio...
Data & Research October 9th, 2023 Half of Hispanic Adults Not Prepared for Retirement, LIMRA Reports Financial institutions have an opportunity to design solutions tailored to the needs of a huge potential audience of Latino workers.
Data & Research October 5th, 2023 67% of Small Businesses Expect Revenue Gains That makes it an ideal time for these employers to consider adding or enhancing workplace retirement plans, according to a...
Data & Research October 5th, 2023 Survey: 73% of Top Advisers Chat In-Plan Annuities With Clients PLANADVISER’s quarterly pulse survey finds the majority of retirement plan advisers “occasionally” discuss in-plan options, but some don’t see the...
Data & Research October 4th, 2023 Managed Accounts’ Default Use Limited by Litigation Fears, Fees Plan advisers continue to pick TDFs in retirement plans, rather than more personalized managed accounts, in part due to legal...
Data & Research October 4th, 2023 Americans Underestimate Health Care Costs’ Impact on Retirement Decisions Health savings accounts and cash flow from annuities can help mitigate too-rosy thinking, says retirement income association fellow.
Data & Research October 3rd, 2023 Where Are Financial Wellness Benefits Headed? According to EBRI, employers are looking for a wider range of benefits.
Data & Research September 29th, 2023 Student Loan Repayments May Crimp Retirement Savers, Including Gen X New studies from Nationwide and National Institute show widespread impact of student loan repayments on everybody from recent grads to...
Data & Research September 28th, 2023 Few Retirees, Pre-Retirees Seek Advice Despite Financial Security Fears Only 35% of retirees and 37% of those 50 or older look to a financial professional for advice, Transamerica finds.