Experts Predict Major Growth in Retirement Coverage, Benefits
By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.
Data & Research
Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility
Only 2.5% of DC plan participants halted contributions to their plans in 2022.
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
More than 20% of advisers said clients spend between a quarter and half of their time on plan administrative tasks...
Women of Color Taking More Confident Approach to Financial Future
According to data from Edelman Financial Engines, 67% of women of color reported securing a better financial path than the...
Shifting Adviser Preferences Transform Broker/Dealer Revenue
Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost.
Within ESG, Companies Most Engaged with Environmental, Social Issues
A recent report from ISS ESG indicated that environmental topics receiving the most attention related to water and biodiversity. The...
Inflation Hitting Millennials Hardest as They Seek to Meet Needs
Millennials are most likely to reduce insurance and retirement contributions due to inflation, but financial wellness can help with more...
Top Economist: Recession Coming, But Boomer Retirees to Mitigate Job Cuts
The US is expected to enter a “short and shallow” recession in 2023, according to the Conference Board’s top economist.
CAPTRUST Survey Shows Nonprofits Ignore Benefits of Select Investments
New research shows organizations often overlook alternative assets, ESG and DEI.
Early Years Are Formative for Female Advisers’ Success, Survey Shows
Female advisers reported needing up to 10 years of experience to feel confident in their profession.
High Inflation Takes a Toll on Employees’ Financial Well-Being
Inflation, which remains elevated as of Tuesday's CPI report, has led to increased stress, less financial preparedness and growing debt,...
Survey of LGBTQ Workers Finds Lower Satisfaction With Work Benefits
LGBTQ and non-LGBTQ workers have broadly similar interests in terms of benefits, but there may be an access gap, EBRI...
Retirement Savers Held Course in 2022 Despite 401(k) Declines
The latest retirement plan participant tracking from Vanguard and Bank of America show retirement savers’ resilience last year.
Most Advisers Seeking Options Like HSAs, 529s to Compete for New Plans
Advisers are most interested in adding HSAs, 529s and emergency savings accounts to their offerings, according to a survey by...
Research: Adding Alts To Target-Date Funds Can Boost Savings Outcomes
Adding private market investments to TDFs can boost retirement income as much as 2%, according to Georgetown and WTW research.
TIAA Survey Suggests Women May Be Better at Predicting Life Expectancy
The research shows that most people don’t know average life expectancies, but women have a better handle on it than...
Reconsidering Target-Date Funds After a Rocky 2022
Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research...
Research Shows Workers Favor Guaranteed Income Over Financial Wellness Tools
Almost half of respondents agreed annuities can offer safety and stability, though other research shows in-plan defined contribution annuities are...
Fiduciary Concerns Continue to Stymie Annuities in 401(k)s
Employers have embraced 401(k) plan benefits changes for 2023, but are still shying away from annuities, according to Alight.
CDC Says U.S. Life Expectancy Fell to 76.4 Years in ‘21, Lowest Since 1996
Retirement plan consulting and actuary head says COVID-19 has muddled mortality outcome tracking, with the industry awaiting delayed IRS mortality...