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.
Compliance October 2nd, 2023 Temporary Budget Agreement Keeps 2024 Inflation Adjustments on Track The Social Security COLA and IRS Contribution Limits will continue on schedule after a near miss on government shutdown.
Compliance September 28th, 2023 Inflation Data Will Be Unavailable for 2024 Social Security COLA With Shutdown The Social Security COLA would not be updated on the scheduled timeline of October 12 during a government shutdown.
Compliance September 25th, 2023 Social Security COLA Projected at 3.2% Ahead of October Decision The Social Security Administration will officially announce the adjustment rate on October 12, and it is projected at less than...
Data & Research September 21st, 2023 Money Over Marriage: Younger Generations’ Priorities Present Adviser Opportunity Younger savers may be responding to financial hardship ranging from the pandemic to inflation, according to research from MassMutual.
Data & Research September 11th, 2023 Economic Slowdown, Inflation, Top List of Adviser Concerns in PGIM Study A new survey by the asset manager also shows that more than half of respondents view U.S. Treasurys, investment-grade corporate...
Data & Research August 23rd, 2023 Few Americans Report ‘Financial Freedom’ Amid Record High Credit Card Debt Research from Achieve suggests Americans are struggling to make ends meet, but separate research from WalletHub notes inflation is masking...
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 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...
Compliance May 22nd, 2023 EBRI Study: Inflation, Weak Stock Market Slashed Retirement Confidence EBRI reports sharply decreased retirement confidence, driven primarily by inflation.
Compliance May 17th, 2023 Inflation Drives IRS to Raise HSA Contribution Limits For 2024, the HSA contribution will be $4,150 for an individual and $8,300 for a family, up from $3,850 for...
The Markets May 3rd, 2023 Fed Raises Rates Again, But How Can Investors Hedge Against Inflation? Wharton School Professor Emeritus Jeremy Siegel spoke out against Fed rate hikes and laid out potential investor responses.
Data & Research May 1st, 2023 Can Employers Help Americans Struggling to Save Amid Inflation? More than 20% of U.S. workers made reported borrowing from their retirement savings in 2022, according to FinFit.
Compliance April 28th, 2023 House Committee Unanimously Approves Bill Requiring SEC to Study Size Cutoff for Advisory Firms The Small Entity Update Act requires the SEC to revisit the ‘small entity’ definition of advisory firms every five years.