Participants Want Social Security Advice
A Nationwide report found that more participants would switch their financial planner if he didn’t provide education on Social Security benefits.
Data & Research
Pandemic Proved Value of ‘S-ESOP’ Employee Ownership
Workers at employee-owned S corporations, who invest in and own their employers via ‘S employee stock ownership plans,’ report being...
Calling SEP IRA, SIMPLE IRA, and Solo 401(k) Administrators!
Contact the PLANSPONSOR/PLANADVISER Research and Surveys team to learn more about how to be included in our 2021 Small Plan Services Guide.
New WIPN Research Compares ‘Advocates’ and ‘Mentors’
Mentors are like gurus—they are critical sources of information and inspiration—but the group says a true workplace ‘advocate’ can do...
Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’
Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine...
More Clients Are Using Social Media to Vet Advisers
Hartford Funds data finds that, overall, 33% of respondents reported seeking financial advice online and almost half say social media...
Generations Respond Differently to Retirement Savings
Gen Xers and women reported facing multiple struggles in saving for retirement.
Employees and Employers Are Paying Attention to Annuities
Research from SRI anticipates the annuity market to grow as much as 30% by 2025.
Common Factors Mark the Most Confident Retirees
Of course, a person’s absolute level of wealth has an impact on retirement confidence, but this is far from the only important factor at play.
Retirement Contribution Drop Attributed to Market Volatility and Outside Causes
Despite the market rebound, 2021 reports find retirement planning contributions were still low.
Gen X Participants Are Even More ‘Sandwiched’ After COVID-19
However, there are several helpful actions and concepts that advisers can bring to the table.
Workforce Representation Will Soon Skew Younger
With more Millennials and Gen Zers now in the workforce, financial advisers and employers must rethink their engagement with these...
Advisers Need to Get Smarter About Life Expectancy
It can be a fraught and distressing topic of conversation, but an honest assessment of a client’s life expectancy is...
Americans Are Becoming More Optimistic About the Economy
As more people are getting vaccinated, they expect pent-up demand will lead to a boost.
ESG Investments Can Lead to Higher Contribution Rates
More plan participants are increasing their demand for and interest in environmental, social and governance funds.
Record Balances: DC Plan System Continues to Thrive
Fresh data shared this week by Principal and Fidelity shows defined contribution retirement plan balances have—yet again—reached record highs, but the data underscores the need to improve access...
Nearly Half of Parents Have Given Their Adult Children Money During Pandemic
A majority of these parents said they otherwise would have used the money for personal finances.
The Case for ‘Health Plus Wealth’ Is in the Numbers
The projected cost of health care for the average couple retiring today is up 30% from 10 years ago, according...
Gig Economy Expected to Expand Post-Pandemic
In some ways, the gig economy was flourishing prior to the pandemic. Studies suggest the growth is likely to continue,...
Despite Pandemic, Workers Remain Confident About Retirement
Plus, confidence about Medicare and Social Security benefits reaches an all-time high.