Data & Research June 21st, 2023 One-Quarter of Pre-Retirees Expect to Delay Retirement, According to Nationwide An additional 15% are unsure if they will ever be able to retire.
Data & Research June 20th, 2023 Vanguard’s ESG Support Half That of BlackRock, State Street Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.
Data & Research June 15th, 2023 Great Resignation Drives 20% Jump in Forgotten 401(k) Accounts The left-behind 401(k) accounts are estimated to hold about $1.65 trillion in assets, as of May.
Data & Research June 15th, 2023 Auto Enrollment Drives Record Plan Participation, Vanguard Reports After adoption of automatic enrollment increased consistently over 15 years, plan participation reached a record high in 2022.
Data & Research June 14th, 2023 US Retirement Assets Grow to $35.4 Trillion in Q1 Retirement assets accounted for 31% of all household financial assets at the end of March 2023, according to ICI.
Data & Research June 14th, 2023 How Emergency Savings Serves Low-Income Households BlackRock research shows that emergency savings balances helped low-income households keep more money in their retirement savings accounts during the...
Data & Research June 12th, 2023 Prudential Research Finds Gen X Particularly Unprepared for Retirement A survey from Unbiased shows similar findings, with only 30% of U.S. adults reporting high levels of confidence about their...
Data & Research June 6th, 2023 Young Employees Pulling Back on Retirement Contributions Morgan Stanley at Work study reveals retirement saving erosion, as retirement head Bunnell notes the ‘central role’ of retirement plan...
Data & Research May 26th, 2023 Most of Gen Z Respects Financial Professionals, Not Ready to Hire Them The majority of Generation Z, including investors and non-investors, rely on social media and family members for financial information.
Data & Research May 25th, 2023 Labor Demand Outweighing Recession Fears for SMBs Business confidence is down among small employers. But 401(k) and other benefits are likely to remain amid long-lasting tight labor...
Data & Research May 25th, 2023 Employer Contributions Hit Record High Among Fidelity Savers The rate was driven by matching employees’ continued 401(k) deferral increases.
Data & Research May 24th, 2023 Custom Programs Can Reduce Black, Hispanic Employees’ Financial Stress Targeted coaching for Black and Hispanic employee resource groups led to reduced financial stress for workers, according to Financial Finesse.
Data & Research May 23rd, 2023 ChatGPT Sentiment Analysis Significantly Outperforms Stock Market Average University of Florida researchers found that using ChatGPT to analyze stocks outperformed the market average.
Data & Research May 22nd, 2023 Service Sector Employees Lead DC Plan Contributions Workers from sectors focused on service accounted for $5.7 trillion in AUM in DC plans, doubling over the last decade,...
Data & Research May 18th, 2023 Schwab Sees Record Attendance in Participant 401(k) Sessions Participants are favoring virtual sessions, and 18% boost their 401(k) contribution rate after 1:1 engagements.
Data & Research May 17th, 2023 24% of Participants May Cut 401(k) Contributions Nationwide Retirement Institute recommends that advisers and recordkeepers work to help participants maintain their financial futures.
Data & Research May 17th, 2023 Advisers, Participants Skeptical of ESG Investments, but Asset Managers Are Not Greenwashing by investment funds has contributed to negative rhetoric about ESG, but the practice remains a top initiative for U.S....
Data & Research May 17th, 2023 Broadridge Finds Increased ‘Democratization’ in Discretionary Investing The financial firm mined millions of retail investors to learn about investing trends from the last five years.
Data & Research May 11th, 2023 Advisers Can Help Educate on Emergency Savings, Student Loan Debt Matching Half of employers plan to add emergency savings and student loan debt matching via SECURE 2.0, according to MFS Investment...
Data & Research May 11th, 2023 Many Small Businesses Cannot Afford Worker Retirement Plans Monetary concerns outweigh desire to attract and retain employees, according to a new SMB index from Fidelity.