Retirement Issues and Trends

Bank of America released its Q2 2023 Participant Pulse, which found average 401(k) balances increased by $7,250 (9.6 percent) since the end of 2022.  The report also found that a growing … more BoA: Hardship Withdrawals From 401(k)s Increased 36 Percent

Vanguard recently examined the records of five million clients and released its annual report on the state of the nation’s habits around saving for retirement, which found that … more Vanguard Publishes Annual Retirement Saving Report

Another recent survey, this one from the Society of Actuaries (SOA), found that a significant percentage of American workers and retirees are sacrificing their retirement security to pay for … more Americans Challenged With Saving For Retirement and College

A recent poll of 1,238 Americans 18 and older conducted by Axios-Ipsos found that many who haven’t yet retired say they are unprepared for retirement, unsure how to prepare, and … more Poll: 1 in 5 Americans Don’t Think They’ll Ever Retire

In a new Issue Brief, researchers at the Center for Retirement Research examined the idea of investing some of the Social Security trust fund’s assets in equities to maintain … more Should Social Security Invest In Equities?

T. Rowe Price published a white paper focused on how the primary sources of financial stress—specifically, the lack of emergency savings and the burden of student loan debt—can … more T. Rowe Price: SECURE 2.0 Could Boost Financial Wellness For Retirement Savers

Today, the U.S. Census Bureau released new statistics in its Vintage 2022 Population Estimates that show the nation’s median age increased by 0.2 years to a record 38.9 years between … more U.S. Median Age Hits Record High

The U.S. Census Bureau released new statistics from the last census taken in 2020 that revealed the U.S. population 65+ grew nearly five times faster than the total population between … more U.S. Older Population Grew at Fastest Rate in 130 Years

The Federal Reserve Board issued its Economic Well-Being of U.S. Households in 2022 report, which examines the financial lives of U.S. adults and their families. The report draws from the … more Federal Reserve Issues Economic Well-Being Report

In a recent Quinnipiac University national poll of adults, food costs ranked as the most pressing financial worry, with 22 percent of Americans naming it as their biggest personal financial … more Quinnipiac Poll Examines Financial Worries and Raising Retirement Age