Products February 5th, 2024 PGIM Unveils Retirement Confidence Index The RetireWell Confidence Index ranks worker responses on a scale of six confidence levels.
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 November 15th, 2023 Low- to Moderate Income Workers Face Brunt of Climate Change Effects The financial situations of African Americans, Hispanics and women are particularly vulnerable to the results of extreme climate events.
Data & Research October 23rd, 2023 US Workers Expect AI to Extend Human Longevity, Increase Retirement Needs A Nationwide survey found that Americans are bullish on artificial intelligence but less confident in their ability to pay for...
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.
Data & Research October 18th, 2023 US Retirement System Matches Worldwide Average With C+ Grade The US scored 63 on an overall index for pension coverage value, 23 points behind the No. 1 spot held...
Data & Research October 9th, 2023 Half of Hispanic Adults Not Prepared for Retirement, LIMRA Reports Financial institutions have an opportunity to design solutions tailored to the needs of a huge potential audience of Latino workers.
In Practice October 3rd, 2023 Vanguard Says Sweeps, Auto Enrollment Still Key in Combatting Savings Gaps Retirement readiness is strong among many workers, but large gaps remain for plan sponsors and advisers to address.
Data & Research April 11th, 2023 Most U.S. Workers Expect to Fall Short of $1.1 Million Retirement Savings Goal 64% of Millennials and 62% of workers aged 45 and older said their workplace retirement plan will not reach the...
Data & Research March 28th, 2023 US Workers’ Retirement Readiness Declines Amid Market Volatility American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the...
Data & Research April 29th, 2022 Workers Remain Optimistic About Retirement Workers are confident that they will have enough money for basic expenses during retirement.
Publisher’s Note Greater Expectations Many advisers have work to do, to help their clients help their workers attain retirement readiness.
Products March 17th, 2022 Advisers Can Integrate Clients’ Self-Directed Retirement Accounts A partnership between a financial technology company and registered investment adviser can integrate clients’ retirement assets into their practice.
Data & Research March 10th, 2022 Advisers Can Help Women Add to Growing Retirement Confidence Women are adjusting their approach to finances and value advisers who will listen to them.
Data & Research February 9th, 2022 Americans Say They Want to Work With an Adviser This Year A survey finds respondents are concerned about future uncertainties and say long-term financial planning has become more important.
Data & Research February 8th, 2022 Only One-Third of Households Report Having a Written Financial Plan Research found written plans are associated with higher savings and bigger emergency funds.
Data & Research January 4th, 2022 Increasing Exposures to Private Equity Boosts Retirement Security EBRI research shows the impacts on participants’ retirement security of replacing TDF equity exposures with private equity allocations for participants...
Data & Research December 6th, 2021 Pandemic Has Increased Financial Wellness and Retirement Readiness Disparities Two-thirds of Black and Hispanic respondents to a Society of Actuaries survey said if they are changing or considering changing...
Data & Research October 29th, 2021 Generations Divided About Short-Term Financial Confidence After facing challenges resulting from the pandemic, younger participants show the most interest in receiving help from a financial professional.
Data & Research October 18th, 2021 Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic...