Data & Research October 28th, 2025 Inflation, Tariffs Main Concerns Among Senior Investment Pros Higher inflation over the next year is by far the biggest concern among surveyed insurance companies, according to a BlackRock...
Data & Research October 8th, 2025 Inflation Wears Down Middle Class Financial Resilience Middle class households can handle rising prices and unexpected expenses, but their overall financial well-being is slipping, according to the...
Data & Research August 20th, 2025 Half of Retirees ‘Terrified’ of Tariffs Draining Savings, per Nationwide Nearly two-thirds of retirees surveyed said Social Security payments could never keep pace with inflation stemming from tariffs, according to...
Data & Research August 11th, 2025 Can Financial Stress Be a Good Motivator? Surveys by Achieve and Empower found more than half of respondents rate their finances as ‘poor’ or ‘fair,’ but nearly...
Data & Research July 31st, 2025 Participants Are Less Optimistic About Reaching Savings Goals, Schwab Survey Finds More than half (57%) of participants surveyed considered inflation a top obstacle to achieving a comfortable retirement.
Data & Research April 14th, 2025 Consumers Worry That Income Isn’t Keeping Up With Inflation While 39% of men believed their income had kept up with inflation in 2024, only 28% of women felt the...
Client Service October 10th, 2024 Social Security Raises Benefit by 2.5% for 2025 The boost is lower than last year because inflation has cooled; meanwhile, the consumer price index rose by 0.2%, slightly...
Compliance June 11th, 2024 Should the CPI-E Be Used for Social Security? Using the consumer price index for the elderly for cost-of-living adjustments would likely result in higher Social Security benefits.
Data & Research May 15th, 2024 Corporate Pension Funding Mixed Amid Equity Drop, Strong Interest Rates In April, record-high pension funding levels experienced a slight decrease due to a decline in asset values, but this decline...
Client Service May 10th, 2024 Small Businesses Are Growing, But Will That Translate to More 401(k)s? Small businesses are showing strong growth during this month of celebration for them; it could be a perfect opportunity for...
Data & Research April 29th, 2024 Retirement Confidence Grows On Higher Wages Wage growth may be helping people feel more confident in retirement savings, but guaranteed income in retirement is still a...
Data & Research April 23rd, 2024 Investor Confidence Remains High as Election, Inflation Bring Unease Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.
Data & Research April 12th, 2024 Inflation Woes Persist for Would-Be Savers Allianz Life, Equitable and MassMutual all report persistent financial stress on Americans due to inflation.
Data & Research February 6th, 2024 Workers Call for Savings Assistance in New Report Many employees are stressed about their finances and are tapping retirement savings to make ends meet, according to a survey...
Data & Research December 5th, 2023 Americans Remain More Wary of Inflation Than Retirement Shortfall Fears about both inflation risk and retirement income remain elevated, per annuities and insurance provider F&G.
Data & Research October 20th, 2023 Most Retirees Would Change Retirement Strategy, Lincoln Financial Finds Separately, Hartford Funds’ Mike Lynch says employers should consider a program for retirees to mentor pre-retirees to improve retirement readiness.
Compliance October 18th, 2023 New PBGC Guarantee Levels, Premiums Announced for 2024 The PBGC also released new guarantee tables for different annuity types.
Data & Research October 17th, 2023 Inflation Is Reshaping Retirement Outlooks, MFS Reports Meanwhile, Morgan Stanley finds investors are bearish on the market, with inflation topping the list of concerns.
The Markets October 5th, 2023 Higher Rates Push Both Congress, Investors to Change Strategy Long-term investors are looking to rebalance their portfolios while considering investing trade-offs in both equity and bond markets.
Data & Research October 3rd, 2023 Where Are Financial Wellness Benefits Headed? According to EBRI, employers are looking for a wider range of benefits.