92% of Plan Sponsors Work with Advisers, Per Fidelity
Retirement plan sponsors’ satisfaction with plan advisers is strongly linked to participants’ retirement readiness, according to the latest Fidelity Plan...
Data & Research
Gen Z, Millennial Women Face Confidence Gap in Financial Conversations
A new study from the Principal Foundation found that young women feel more anxious and less confident than men discussing...
Student Loan Woes Highlight Need for Personalized Financial Planning
When anxiety created by student debt impacts long-term goals like retirement and savings, advisers can be crucial guides to a...
Sandwich Generation’s Financial Pressures Erode Retirement Confidence
As Generation X members try to balance retirement readiness, financial wellness and supporting their aging parents and children, many feel...
Worker Optimism About Retirement Rises, Actual Savings Contributions Fall
Employers’ confidence in their employees’ retirement savings is at its lowest point in a decade, but savers’ confidence has risen...
Financial Firms Show Interest Uptick in Generative AI
A Broadridge study found 72% of financial services firms reported making ‘moderate to large’ investments in generative artificial intelligence in...
Nearly One-Quarter of Plan Sponsors Consider Private Market Investments: BlackRock
Employers chose target–date funds as the most likely way they would introduce private assets into retirement fund investment lineups, according...
Why Flexible Working Arrangements Have Staying Power
A recent study found that corporate plan sponsors' top reasons for offering flexibility were work-life balance, talent attraction and retention.
‘Quiet’ August for 401(k) Trading, Per Alight
During August, 18 out of 21 trading days favored fixed-income funds, according to Alight Solutions.
PE Ownership Expands Into Midsize, Small RIAs
Private equity firms now own nearly one-quarter of registered investment advisers’ assets under management, according to AdvizorPro.
Fidelity Retirement Accounts Surge Back to Record Highs in Q2
Robust savings and a market rebound pushed balances higher, with ‘401(k) millionaires’ reaching a new peak.
NQDC Plans Remain Valuable Part of Executive Compensation
More than two-thirds of surveyed benefits decisionmakers said they used nonqualified deferred compensation plans to retain executives, according to NFP.
TDFs with Scheduled Retirement Payouts Up 25% Since 2024
Assets in target-date investments with embedded income features totaled $103 billion on June 30, according to Sway Research.
Self-Directed 401(k) Accounts Grow During Volatile Q2
Charles Schwab found its average self-directed brokerage account balance rose 7.9% during Q2 2025.
Senior Couples Need $388k Saved for Health Care Costs: Milliman
A healthy 65-year-old couple will need $17,000 more in savings for total retirement health care costs than was needed in...
Market Volatility Has Not Slowed 401(k) Growth
Studying 2.7 million workers’ 401(k) accounts, ICI and EBRI found a median balance of 25.9% annualized increase from 2019 to...
Lowest Earners Could Save Big with Federal Retirement Accounts
The Retirement Savings for Americans Act proposes federally run savings accounts that could help the bottom 10% of earners save...
Nearly Half of Gen Z Workers Dip into Retirement Funds, Per Survey
Of the 46% of Generation Z workers who reported withdrawing money from their retirement funds, nearly half did so to...
Turning HSA Owners into Savvier Investors
Health savings account owners were 22% more likely to contribute if they received practical, encouraging messaging from benefits providers, according...
Almost Half of DC Plan Participants Would Invest in Private Assets
A majority of respondents to Schroders’ 2025 U.S. Retirement Survey said that private assets could enhance portfolio diversification.