Retirement Issues and Trends

Between 2014 and 2025, American workers age 65 and older grew more than 40 percent – the biggest jump of any age group – rising from eight million … more 65+ Workforce Is Growing the Fastest—Loan Officers, Counselors and Realtors Impacted

YahooFinance reported this week that state-sponsored Individual Retirement Accounts (IRAs) reached a significant milestone as more than one million workers across 15 states have now saved $3 billion … more State-Run IRAs Hit Record Savings and Worker Participation Levels

A recent article in the Wall Street Journal highlights that Baby Boomers are sitting on an estimated $110 trillion in wealth while that number is closer to $46.2 … more Study: Boomers Reluctant to Talk Finances With Kids

The Society of Actuaries’ biennial Retirement Risk Survey reveals Americans are facing growing challenges when it comes to retirement security, with inflation, caregiving responsibilities and unexpected financial shocks … more Society of Actuaries Publishes Retirement Risk Survey Findings

Just under 60 percent of U.S. residents believe they’re building or have built a large enough retirement nest egg—up slightly from 55 percent in 2020. That’s according to … more Life & Money: Retirement Security in the USA

Fewer workers and retirees are confident they have enough money to live comfortably in retirement, according to the 36th Annual Retirement Confidence Survey published by the Employee Benefit … more Americans’ Confidence Worsens Over Inflation Fears and Future of Retirement Programs

Since November 2022, the Bureau of Labor Statistics reports that CPI-E—an experimental index designed to better reflect inflation experienced by Americans age 62 and older—has outpaced the standard … more Inflation Bites Retirees Harder Amid Soaring Energy Costs

A new survey of American workers from Economist Enterprise and Nuveen finds that economic uncertainty is driving a significant shift in retirement expectations, with many individuals delaying retirement, … more Americans Expect to Delay Retirement By Four Years As Cost of Living Rises, Study Finds

The U.S. Department of Labor has introduced a proposed rule that could make it easier for 401(k) plans to include alternative investments, building on an executive order issued … more DOL Proposed Rule Expands Alternative Assets to 401(k)s

Northwestern Mutual released new survey findings showing that Americans’ “magic number” for a comfortable retirement rose to $1.46 million in 2026—an increase of $200,000 from last year and … more ‘Magic Number’ for a Comfortable Retirement Just Got Bigger