Browsing Tag
Hearts & Wallets
19 posts
Rollovers Hit $1 Trillion as Workers Move to Employer Plans
While households still prefer to rollover savings to IRAs, more are choosing to rollover to employee plans instead, reports Hearts & Wallets
Total U.S. Retirement Assets Down 1.6% in Q1 2025; IRAs Growing Faster than DC
New reports from the Investment Company Institute and Hearts & Wallets put defined contribution assets at $12.2 trillion compared to $16.8 trillion in individual retirement accounts
Consumers Show Positive Response to In-Plan Annuity Solutions
Hearts & Wallets latest research features a focus group’s reactions on lifetime income products in workplace retirement plans
Selecting Right Investments, Budgeting for Retirement Among Top Financial Tasks
The data from Hearts & Wallets found that 60% of U.S. households sought professional advice for at least one financial task in 2024
Gen X to Inherit Major Wealth Transfer Over the Coming Decade
As a result, advisors will need to revisit their retirement planning and wealth strategies with Gen X clients, finds Hearts & Wallets
Managed Accounts See Highest Growth While TDRFs Sit Still
Managed account and cryptocurrency use grows while investments in target-date retirement funds falls flat, reports Hearts & Wallet
5 Key Wealth-Building Financial Wellness Behaviors, and Providers Helping 401(k) Participants Follow Them
New Hearts & Wallets research finds households that adopt these behaviors save much more than other households
Mass Affluent Ranks Drop During COVID
Mass affluent wealth households declined as the COVID market runup boosted $5M-plus investors, reshaping U.S. wealth concentration.
Is 55 the New 65?
Despite the financial stresses of 2020, a Hearts & Wallets survey found that near-retirees are eyeing earlier retirements.…
How Avoiding Complex Financial Terms Can Benefit 401k Plans
In the employer-sponsored retirement plan arena, poor understanding of financial terms is not the fault of 401k plan…