Data and Research | January 18th, 2023 U.S. State, Municipal Pensions Saw Funding Statuses Fall 6.6% in 2022 The Equable Institute released its final 2022 projections for U.S. state and local public pensions funding status, revealing the best—and...
Data and Research | January 13th, 2023 Inflation Spike Shakes Women’s Retirement Confidence More women than men expect to delay retirement or to never be financially ready to retire, new Nationwide research shows....
Compliance | January 6th, 2023 IRS Proposes Accepting Remote Notarization on Permanent Basis The rule would codify relief from ‘physical presence’ rules for retirement plan elections that was first granted during the height...
Data and Research | January 4th, 2023 Employers Have Enhanced Well-Being Programs, Not Added Annuities Employers have embraced 401(k) plan benefits changes for 2023 but have avoided certain enhancements provided by the original SECURE Act.
Opinions | December 27th, 2022 Cybersecurity: Key Considerations and Resources for Plan Sponsors There is no hiding from attacks on your plan’s technology and data. What are the most important steps you can...
Data and Research | December 23rd, 2022 CDC Data Shows Increased Deaths and Lower Life Expectancy in 2021 However, the separate actuarial tables used for retirement planning and services may not follow the trend.
Compliance | November 4th, 2022 SEC Considers Making Swing Pricing Mandatory for Open-Ended Mutual Funds If adopted, the new rule would require most open ended funds to keep at least 10% of their assets in...
Data and Research | November 2nd, 2022 Higher Education Sponsors Say DC Plan Benefits Help Address Staffing Pinch New survey finds that a defined contribution plan is the most important benefit for attracting talent to institutions of higher...
Data and Research | October 13th, 2022 Knot of Financial Challenges Derails Saving for Retirement Goldman Sachs Asset Management finds a ‘financial vortex’ of challenges in competing financial priorities is preventing participants from saving sufficiently...
Data and Research | October 11th, 2022 New Survey Shows Inflation and Inequality Are Negatively Affecting Seniors’ Retirement The survey demonstrated the degree to which black and Hispanic retirees tend to have less saved for retirement than white...
Data and Research | September 28th, 2022 Workers Delaying Retirement Has Doubled Since Last Year For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement...
Data and Research | September 16th, 2022 US Workers Fear Exhausting Savings in Retirement U.S. employees have a more positive view of their overall well-being than employees in Europe, yet report feeling more intimidated...
Investing | September 15th, 2022 Wilmington Trust Launches CIT Onboarding Tool The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts.
Data and Research | September 8th, 2022 Inflation Is Driving Workers to Review Benefit Choices U.S. workers are feeling financially stressed because of inflation and want help from their employers to make optimal benefit selections.
Data and Research | September 7th, 2022 Saving for Retirement Stays a Top Goal Amid Recession Fears Business sentiment has remained steady, and some employers expect to increase retirement benefits for employees.
Data and Research | August 24th, 2022 Large Employers Increase Focus on Workers’ Health and Well-Being Despite rising health care costs, employers expect to cover 82% of the cost of employee coverage in 2022, up from 80%...
Data and Research | August 23rd, 2022 Connecting Student Loan Debt, Inflation and Retirement Saving Workers’ short-term financial worries about student loan debt and job security can derail retirement planning.
Data and Research | August 16th, 2022 Plan Sponsors and Participants Cite Different ‘Important’ Benefits Although attention to workplace benefits has increased among employers, a new Transamerica Institute survey reveals a chasm between the benefits...
Data and Research | August 12th, 2022 Employers Face ‘Tension’ Between Health Care And Financial Wellness For employers seeking to limit health care costs, raising plan deductibles could be the path of least resistance, according to...
Data and Research | July 29th, 2022 Retirement Confidence Has Declined Across Generations Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.