Browsing Tag
Retirement Readiness
108 posts
Retirement readiness is the measure of how prepared someone is to maintain their desired lifestyle after leaving the workforce. It considers financial factors—such as savings, investments, income sources, and debt—as well as non-financial aspects like health, housing, and personal goals. Being retirement-ready means having the resources, plans, and confidence to live comfortably without relying on employment income.
Report: If All Workers Had DC Plan Access, Retirement Readiness Would Rise 20%
Vanguard Retirement Outlook finds 4 in 10 Americans on track to maintain their lifestyle in retirement, but it would be 6 in 10 with full defined contribution plan access
Want to be Highly Valued by Plan Sponsors? Improve Participant Outcomes!
Plan sponsors most value advisors’ ability to improve retirement readiness for four years straight, finds Fidelity Investments’ 16th annual Plan Sponsor Attitudes Study
Workers Feel On-Track with Retirement Savings But Plan Sponsors Disagree: BlackRock
New “Read on Retirement” study shows striking disparity in beliefs surrounding retirement readiness
Retirement Expectations and Realities Largely Misaligned Among Participants
Education and proper guidance could help near-retirees better prepare for the financial and emotional hurdles in retirement, MFS research notes
Americans Score Low Marks in Retirement Readiness
Over 70% of pre-retirees older than 50 also admit to considering or even delaying their planned retirement date, finds F&G
2 in 3 Feel ‘On Track’ to Retire at Target Age, But Women, Minorities Face Barriers to Financial Wellness
New Voya research reveals confidence gap in retirement readiness
Retirement Readiness Holds Steady in Q2
IRALOGIX Retirement Readiness Index score dipped only slightly in Q2 compared to Q1 numbers, in spite of inflation scares
Participants Hit All-Time Savings High in Vanguard’s ‘How America Saves’ Report
Participants' average retirement account balances increased by 19% since 2022, Vanguard's new report finds
Plan Sponsors Misaligned with Participants, Advisors on Retirement Readiness
2025 Survey of retirement landscape from Voya Investment Management explores evolving perceptions and practices of those who advise, sponsor and benefit from 401(k) plans
Government Employees Worried About Retirement Prospects
More senior employees have different concerns than those less tenured