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401(k) Research / Tools
937 posts
Nearly Half of U.S. Workers Are Financially Unstable: Edward Jones
While almost all Americans believe financial wellness to be important, 43% said they feel financially unstable
Global Pension Assets Record Biggest Fall Since 2008
Research from WTW and the Thinking Ahead Institute found global pension assets fell 16.7% in 2022
CITs Dominate Mutual Funds on Target Date Assets for 2022
Recent findings by Sway Research expects CIT TDFs to overtake mutual fund TDFs by the end of the year
U.S. Economy Heading Towards Recession: Natixis
New research from Natixis Investment Managers finds the U.S. is either moving into a recession, or may already be in one
Market Fears Can Spur Investor-Advisor Relationships
With many fearing an incoming recession, investors and advisors can utilize this time to prepare a plan for short- and long-term savings needs
Pandemic Pushes Planned Retirement Age by 3 Years: Franklin Templeton
New “Voice of the American Worker” study blames pandemic, inflation and uncertain economy for pushing age Americans plan to retire from 62 to 65
More Women Concerned on Ability to Retire than Men
A Mercer study finds the ability to retire is the second-highest concern from women, compared to placing fifth for men
BoA ‘401(k) Participant Pulse’ Report to Track Participant Confidence
The new reports from BoA will track 401(k) plan participant confidence to assess what trends are impacting retirement planning and financial wellness
Public Pension Fund Returns Fell in 2022
While public pension fund returns dropped by 3%, the average funded level increased to 77.8%, finds NCPERS
7 in 10 Private-Sector Workers Have Access to Employer-Provided Retirement Plans
New Bureau of Labor Statistics data reaffirms that 48% of private sector workers participated in a defined contribution plan as of March 2022