Data & Research October 2nd, 2026 Prudential Finds Most Americans Hesitant to Use Retirement Savings on Discretionary Items The study found that financial planning improved spending confidence.
Data & Research August 25th, 2026 Gen Z Saves for Retirement While Exploring Investment Strategies More than one-quarter of surveyed Generation Z investors said they used sports betting as part of a long-term investing strategy,...
Data & Research May 5th, 2026 Many Small Business Owners Lack Financial Safety Net Recent surveys reveal entrepreneurs struggle in financial resilience and succession planning.
Data & Research April 17th, 2026 59% Report Sufficient Retirement Nest Egg, per Transamerica Surveyed pre-retirees had a median of $56,000 in their retirement accounts, yet on average thought $500,000 was needed in retirement.
Data & Research April 16th, 2026 How Different Age Groups Could Reach $1M in Retirement Savings Younger savers have a better chance to reach the milestone in a retirement account, but savers starting later in life...
Data & Research March 4th, 2026 Vanguard: DC Balances Hit New Highs in 2025 A preview of ‘How America Saves 2026’ revealed strong plan design and participant behavioral trends drove record savings last year.
Data & Research February 6th, 2026 Census Data Shows Severe Lack of Retirement Savings Among Employees 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.
Data & Research February 3rd, 2026 More Than Half of Recent Retirees Report Regrets Over How They Saved for Retirement Only 40% of Nationwide survey respondents said they were on track with their retirement budget and decumulation plan.
Data & Research January 30th, 2026 Economic Unease Drains Retirement Savings Gen Z workers were especially likely to dip into retirement savings, but three recently published studies revealed widespread lack of...
Data & Research November 20th, 2025 Rise in Savings, Markets Drive Fidelity Retirement Accounts to Record Highs 401(k), IRA and 403(b) balances each increased by 5% since the second quarter of the year, according to Fidelity's ‘Q3...
Data & Research October 2nd, 2025 74% Report Difficulty Saving for Retirement, per Goldman Sachs Living paycheck-to-paycheck is a reality for 42% of surveyed Generation X, Millennial and Generation Z workers.
Data & Research October 1st, 2025 Abandoned 401(k) Accounts Double in Past Decade ‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.
Data & Research September 30th, 2025 Drawing Lessons from Gen X’s Financial Missteps Three separate studies highlight how a majority of Generation X respondents feel they fell short of their retirement goals.
Data & Research September 19th, 2025 US Retirement Assets Rise to $45.8T in Q2 Retirement assets now account for 34% of all household financial assets in the country, according to the Investment Company Institute.
Data & Research September 11th, 2025 Worker Optimism About Retirement Rises, Actual Savings Contributions Fall Employers’ confidence in their employees’ retirement savings is at its lowest point in a decade, but savers’ confidence has risen...
Data & Research August 29th, 2025 Nearly Half of Gen Z Workers Dip into Retirement Funds, Per Survey Of the 46% of Generation Z workers who reported withdrawing money from their retirement funds, nearly half did so to...
Data & Research August 20th, 2025 Most Common Financial Regret? Putting Off Retirement Savings More than one-third of Baby Boomer and Generation X respondents said their biggest financial regret was waiting too long to...
Data & Research August 14th, 2025 At 90 Years Old, Social Security Counted On by 69% of US Population According to recently released research by the Transamerica Institute, almost one-third of U.S. adults expect Social Security to be their...
Data & Research March 13th, 2025 Milken Institute Research Explores Federal Accounts for Newborns The “Invest in America” accounts would provide all U.S. children with a federal government-funded $1,000 grant to be invested and...
Data & Research October 29th, 2024 Should US Consider $1,000 Newborn Seed Accounts? Leading economists pitched the idea of a universal kick-starter investment account at an Aspen Institute financial security event.