retirement

BOSTON--(BUSINESS WIRE)-- #definedcontribution--Fidelity Investments, in its 16th annual Plan Sponsor Attitudes Study released today, found that plan advisors continue to deliver meaningful value to sponsors and participants navigating today’s dynamic investment landscape. Fidelity’s annual study, which surveyed over 1,100 employers offering retirement plans using a wide variety of recordkeepers, found that plan sponsors see advisor value as a blend of service and cost, with top priorities including improving partici

SAN DIEGO--(BUSINESS WIRE)--Payroll Integrations, the technology company that’s reimagining how employers support employees’ financial well-being through benefit automation, has released the first part of its two-part 2025 Employee Financial Wellness Report. The second annual report reveals rising concerns over retirement stability, with 38% of surveyed employees reporting they have tapped their retirement funds and a third (33%) planning to do so within the next year. While withdrawals occur a

BOSTON--(BUSINESS WIRE)--MFS has released findings from its 2025 Global Retirement Survey, focusing on US participants and retirees. The survey highlights critical trends in participant concerns and behaviors, generational differences, and disconnects between retirement expectations and reality. Inflation and saving enough to retire remain top concerns. Participant Concerns and Behavior Across all generations, inflation and saving enough for retirement remain top concerns, consistent with last

BOSTON--(BUSINESS WIRE)--The United States inched up in the rankings to 21st best country for retirees according to this year’s Global Retirement Index (GRI) from Natixis Investment Managers (Natixis IM). Strengthening financial conditions and longer life expectancy in the United States helped offset the effects of a cooling labor market and a decline in happiness scores. At the same time, optimism among Americans is on the rise: just 21% now say it will take a “miracle” to retire. Still, 69% b

DENVER--(BUSINESS WIRE)--Janus Henderson Investors today released the findings of its 2025 Investor Survey – Retirement Income and Planning, which seeks to better understand how affluent U.S. investors age 50 or older are preparing for and managing retirement income. Nearly three-quarters of investors surveyed (73%) are concerned about the impact of recent market volatility on their ability to generate income in retirement, and 50% report checking their investment accounts more frequently durin

(NYSE:BLK) NEW YORK--(BUSINESS WIRE)--BlackRock’s tenth annual Read on Retirement® report marks a decade of insights into the evolving landscape of retirement readiness. This year’s findings reveal a striking confidence gap: nearly two-thirds (64%) of workplace savers feel on track with their retirement savings. In contrast, only 38% of plan sponsors believe that the majority (60%) of their employees are on track for retirement—a record low—highlighting an urgent need for targeted education, innovative so

BOSTON--(BUSINESS WIRE)--According to Fidelity Investments®’ latest Q2 2025 retirement analysis, average 401(k), 403(b), and IRA balances reached new record highs in Q2. Driven by consistent savings and positive stock market performance - and despite the market volatility experienced at the start of the quarter - the average 401(k) balance increased by 8% from a year prior, while the average 403(b) balance increased 9% and the IRA balance increased 5% since Q2 2024. “Even during periods of turb

(NYSE:ALL) MINNEAPOLIS--(BUSINESS WIRE)--Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals, according to the 2025 Annual Retirement Study* from the Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America (Allianz Life). One in four Americans (25%) have a child under 18 and a living parent and are part of the ‘sandwich generation’ with the dual responsibility to care for their

NEW YORK, Aug. 28, 2025 /PRNewswire/ -- Fortis Lux Financial proudly highlights the approach of Director of Financial Planning Matt DelPriore, who helps clients view retirement not as a sudden stop, but as a thoughtful transition into a meaningful new chapter. A "Soft Landing" Approach to...

WASHINGTON, Aug. 27, 2025 /PRNewswire/ -- A new report from the Investment Company Institute (ICI) and ISS Market Intelligence (MI) finds that most employees in large 403(b) plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) receive employer contributions, giving...

Survey: Over half of retirees have cut discretionary spending to offset higher costs; 1 in 3 are now reducing essential spending COLUMBUS, Ohio, Aug. 19, 2025 /PRNewswire/ -- As economic uncertainty intensifies, fears around global trade and tariff changes are adding to the financial...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower announced today that the Metropolitan Transit Authority (MTA) of New York, a client since 1988, has renewed its contract with the nation’s second-largest retirement services provider.1 Empower will continue the plan administration for the MTA’s 401(k) and 457 defined contribution plans for approximately 124,000 participants with assets of approximately $10.3 billion of assets under administration. Today’s announcement builds upon previous succe

Author tailor's strategies to retirees or self-directed investing using low-cost Exchange Traded Funds to build a portfolio SINGAPORE, Aug. 18, 2025 /PRNewswire/ -- A new manual, created mainly for retired or soon-to-be retired persons offers retirement and investment planning in a...

SEATTLE--(BUSINESS WIRE)--ShareBuilder 401k, a leading provider of affordable, all-ETF 401(k) plans for small businesses and medium-sized companies, today announced a special offer designed to assist businesses with employees establish their first 401(k) plan and meet the crucial Safe Harbor deadline. To encourage early adoption and ease the setup process, ShareBuilder 401k is offering significant discounts: From August 18 to September 2: Businesses with employees establishing a new 401(k) plan

After decades of service to Olympic athletes and the Vail Valley community, Dr. Sterett retires, leaving a legacy of leadership, innovation, and world-class orthopaedic care. VAIL, Colo., Aug. 14, 2025 /PRNewswire/ -- Dr. William Sterett, longtime Head Team Physician for the U.S. Women's...

New report spotlights the invaluable role of Social Security on its 90th anniversary LOS ANGELES, Aug. 14, 2025 /PRNewswire/ -- Almost seven in 10 Americans (69%) are expecting Social Security as a source of retirement income, and 32% expect it will be their primary source of retirement...

LANSING, Mich.--(BUSINESS WIRE)--Jackson National Life Insurance Company® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), today unveiled key findings from its latest research on market risk,2 conducted in collaboration with the Center for Retirement Research at Boston College. This study, the fourth installment in Jackson’s Security in Retirement Series, sheds light on how investors perceive, plan for and manage market risk, and exposes a surprising truth: thos

Resilient, realistic and rethinking retirement, Gen Z charts a nontraditional path to success. Lunceford calls for empathy, not judgment, as this generation faces new economic and social challenges. CHICAGO , Aug. 11, 2025 /PRNewswire/ -- In a compelling segment on WGN's Your Money...

WINDSOR, Conn.--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA), today announced several highlights for the first half of 2025 in its Retirement business, led by strong client growth, expanded distribution relationships, and strategic enhancements in talent and innovation. “We’re proud of the strong progress we have made so far in 2025. It reflects the trust clients place in us to help them pursue lasting retirement security and financial confidence,” said Amy Vaillancourt, president of Reti

Leading Retirement Solutions' Cannabis 401(k) helps cannabis leadership avoid plan ejections through comprehensive compliance and risk mitigation support SEATTLE, June 17, 2025 /PRNewswire/ -- Today, 51 states in the U.S. have legalized medical cannabis, 28 U.S. jurisdictions have...