Data & Research March 10th, 2025 Americans Plan to Increase Savings Amid Concerns About Affordability Nearly seven in 10 mass affluent respondents (an income level at or above $90,000 annually) plan to increase their savings...
Data & Research March 6th, 2025 Vanguard Credits Strong Plan Design and Markets for Improved Account Balances With more defined contribution retirement plans offering automatic features and increasing default deferral rates, Vanguard found that participant outcomes remained...
Data & Research March 5th, 2025 Many Plan Sponsors Don’t Feel Responsibility for Participant Retirement Goals MFS found that plan sponsors earned a C+ grade for their confidence in their participants’ ability to retire at the...
Data & Research February 25th, 2025 Public Pension Plans Reach 5-Year High of 83.1% Funded The funds returned 9.47% in fiscal 2024, according to a National Conference of Public Employees Retirement System study.
Data & Research February 24th, 2025 Adviser Industry Faces Significant Shortage, per McKinsey Report Growing demand for financial services is expected to require as many as 110,000 new advisers in the next nine years.
Data & Research February 21st, 2025 Lower Fees Could Drive Greater Managed Account Adoption Among Plan Sponsors A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would...
Data & Research February 19th, 2025 Public Sector Employees More Likely to Stick with Default Retirement Investments A new report from MissionSquare revealed how demographic and economic factors influence investment decisions.
Data & Research February 18th, 2025 Women’s Growing Financial Power Could Reshape Wealth Management, CFP Reports As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to professional...
Data & Research February 18th, 2025 Generative AI, Email Scams Lead Cyber Fraud in 2024 One of the biggest challenges executives cite in fraud prevention is that employees don’t always follow fraud prevention policies, according...
Data & Research February 18th, 2025 DC Retirement Plan Balances and Contributions Rising, Fidelity Reports More than two-thirds (69%) of employees and 67% of employers endorse retirement plans as a ‘must-have’ employer benefit, according to...
Data & Research February 13th, 2025 ERISA Industry Committee Outlines Latest Employer Priorities In its letter to Congress, ERIC urged lawmakers to ‘preserve and protect’ ERISA, maintain tax incentives in health and retirement...
Data & Research February 13th, 2025 American Benefits Council Advocates for Tax Preferences for Next 5 Years In its policy guide, the national trade association emphasized the importance of protecting retirement and health plans under ERISA and...
Client Service February 7th, 2025 Most Workers Acknowledge the Importance of DC Plans Nearly half of individuals with a DC plan said they probably would not be saving for retirement if not for...
Data & Research January 31st, 2025 Saver’s Match Could Significantly Decrease Wealth Gaps, Morningstar Says The Saver’s Match could significantly boost retirement savings, with promotion of the program by the government, plan sponsors, and the...
Data & Research January 22nd, 2025 Total Number of Advisers Has Stagnated, Cerulli Reports While AUM continues to grow, training, mentorship and succession planning could all help address the headcount stasis.
Data & Research January 17th, 2025 Strategies for Enhancing Portfolio Management According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies.
Data & Research January 15th, 2025 Employers Expand Mental Health Support to Combat ‘Burnout’ NFP’s annual benefits report also found, however, a trend of some employers too often putting that mental health support within...
Data & Research January 13th, 2025 Corporate Pension Funding Status Rose in December, Ending Strong in 2024 Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension...
Data & Research January 10th, 2025 Retirement Plan Investors Remain Cautious in December Amid Market Volatility Trading activity stayed subdued last month, with only two above-normal trading days recorded.
Data & Research January 9th, 2025 Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by...