Tag: retirement savings

A preview of ‘How America Saves 2026’ revealed strong plan design and participant behavioral trends drove record savings last year.

Even US workers with access to retirement plans reported a median amount of $955 in savings in those plans, according to an analysis of Census Bureau data.  

Only 40% of Nationwide survey respondents said they were on track with their retirement budget and decumulation plan.

Gen Z workers were especially likely to dip into retirement savings, but three recently published studies revealed widespread lack of...

401(k), IRA and 403(b) balances each increased by 5% since the second quarter of the year, according to Fidelity's ‘Q3...

Living paycheck-to-paycheck is a reality for 42% of surveyed Generation X, Millennial and Generation Z workers.

‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.

Three separate studies highlight how a majority of Generation X respondents feel they fell short of their retirement goals.

Retirement assets now account for 34% of all household financial assets in the country, according to the Investment Company Institute.

Employers’ confidence in their employees’ retirement savings is at its lowest point in a decade, but savers’ confidence has risen...

Of the 46% of Generation Z workers who reported withdrawing money from their retirement funds, nearly half did so to...

More than one-third of Baby Boomer and Generation X respondents said their biggest financial regret was waiting too long to...

According to recently released research by the Transamerica Institute, almost one-third of U.S. adults expect Social Security to be their...

The “Invest in America” accounts would provide all U.S. children with a federal government-funded $1,000 grant to be invested and...

Leading economists pitched the idea of a universal kick-starter investment account at an Aspen Institute financial security event.

Two out of every five Americans are postponing health care needs due to cost concerns, according to a survey commissioned...

Plan sponsors should articulate organizational objectives to derive optimal benefits from workplace financial wellness initiatives, say experts during a PLANSPONSOR...

Teresa Ghilarducci discusses why her new book pushes back on working in old age as an answer to retirement insecurity.

Wealth Enhancement adds two New York-based RIA firms; Bitcoin IRA acquires Shrimpy.io; UBS snags Merrill wealth advisory.

The managed accounts service will be powered by fintech IRALogix and is aimed at IRA holders without an adviser.