Wednesday, July 10th, 2024 A topical newsletter from PLANADVISER SPONSORED AD DATA & RESEARCH Gen X, With Retirement “Around the Corner,” Not Confident in Income Replacement Three distinct reports agree Gen X needs financial guidance via the workplace—with participants valuing transparency and honest dealing. IN PRACTICE Participants’ Progress Fresh research shows signs of progress for 401(k) savers, but challenges from lack of access to losing momentum due to job changes still need to further increase participant savings in the U.S. DATA & RESEARCH Where is the Disconnect Between Employers and Employees? Payroll Integrations finds that employers pay for benefits their workers think are not very important. CLIENT SERVICE From Plan Education to Wealth Management When does financial education and planning for a 401(k) participant turn to individual wealth management? Practitioners discuss best practices for when education becomes fee-based advisement. DATA & RESEARCH Retirement Confidence Not Recovered, But Steady, Says EBRI Although confidence hasn’t recovered since the last reading, many Americans feel optimistic about their retirement. DATA & RESEARCH By the Numbers: Participant Retirement Saving Strategies & Outcomes The final PLANADVISER In-Depth installment for this quarter reveals the saving outcomes for participants depending on their strategies. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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