Browsing Tag
retirement assets
19 posts
U.S. Retirement Assets Back to Setting Record Highs in Q2: ICI
Total assets up 6% in second quarter after dropping in Q1; retirement assets account for 34% of all household financial assets
Average 401(k) Balances Back to Reaching Record Highs in Q2: Fidelity
Latest Retirement Trends analysis shows savings rates remain at record levels and balances—along with 401(k) Millionaires—once again reach all-time highs after dipping in Q1
Value of Social Security Bridge Strategy Touted in New BPC Paper
Report highlights how delaying Social Security claiming can enhance retirement security
$1.3 Million Needed to Retire Comfortably, Say Workplace Retirement Plan Participants
Schroder’s survey finds only 30% of participants think they’ll hit the million-dollar mark before retiring
‘Magic Number’ for Retirement Drops to $1.26M for 2025
This year’s figure from Northwestern Mutual is $200,000 less than last year, but remains far beyond what most Americans are on track to reach
States Where $1.5 Million Lasts Longest, Shortest in Retirement
New GOBankingRates rankings find it will last only 17 years in one state, but 54 in another
Passive Funds Exceed Active Among ETFs, Mutual Funds
Passively managed ETF funds outperformed actively managed funds by $100 billion, reports Cerulli
U.S. Retirement Assets Hit $37.8T
The Congressional Research Service found that total real retirement assets grew by 13.3% from 2013 to 2022
401(k) Assets Top $7 Trillion at 2023 Mid-Point
Quarterly ICI data released Thursday shows 4.1% increase during second quarter while total U.S. retirement assets approach $37 trillion
OneDigital Partners with Pontera to Help Participants with Their 401(k)s
Partnership announced today enables wealth managers to offer premium in-plan guidance to clients