Retirement Now a “Transition” For Many Americans, According to Smart
One in five Americans plan to work into their retirement, according to a study by the retirement technology provider.
Data & Research
Gig Workers Uncertain if They Will Retire, Likely to Self-Fund if They Do
Many freelancers plan to work beyond 65, and 30% say they don’t plan to retire at all.
Morningstar: Pandemic Caused Plan Closures, Creation Slowdown
Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation.
Adviser Satisfaction Dips Amid Big Market Drop
In 2022, investor satisfaction with full-service investment advisers fell 17 points on a 1,000-point scale.
Social Security Trust Fund May Fall Short One Year Earlier Than Expected
Social Security's largest trust fund may be depleted in 2034, one year earlier than previously estimated, according to its Board...
Women Who Work With Financial Professionals Feel More Prepared for Retirement
Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.
Capital Group: Now is Optimal Time to Sell Retirement Plans
An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...
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...
EBRI Selects Barb Marder of Mercer as New CEO
Barb Marder moves from leadership positions at Mercer to be the new president and CEO of EBRI.
Non-Immediate Vesting Does Not Help Companies Retain Employees
According to retirement experts at an EBRI hosted webinar, vesting forfeitures are easy to time and easy to outweigh with...
Experts Predict Major Growth in Retirement Coverage, Benefits
By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.
Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility
Only 2.5% of DC plan participants halted contributions to their plans in 2022.
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
More than 20% of advisers said clients spend between a quarter and half of their time on plan administrative tasks...
Women of Color Taking More Confident Approach to Financial Future
According to data from Edelman Financial Engines, 67% of women of color reported securing a better financial path than the...
Shifting Adviser Preferences Transform Broker/Dealer Revenue
Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost.
Within ESG, Companies Most Engaged with Environmental, Social Issues
A recent report from ISS ESG indicated that environmental topics receiving the most attention related to water and biodiversity. The...
Inflation Hitting Millennials Hardest as They Seek to Meet Needs
Millennials are most likely to reduce insurance and retirement contributions due to inflation, but financial wellness can help with more...
Top Economist: Recession Coming, But Boomer Retirees to Mitigate Job Cuts
The US is expected to enter a “short and shallow” recession in 2023, according to the Conference Board’s top economist.
CAPTRUST Survey Shows Nonprofits Ignore Benefits of Select Investments
New research shows organizations often overlook alternative assets, ESG and DEI.
Early Years Are Formative for Female Advisers’ Success, Survey Shows
Female advisers reported needing up to 10 years of experience to feel confident in their profession.