Retirement Issues and Trends

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

While numerous surveys have highlighted Americans’ anxieties about outliving retirement assets, stock market instability and persistent inflation, you can now add taxes to the equation. By the numbers: … more Retirement Tax Worries on the Rise

Fidelity Investments® reported in its Q4 2025 retirement analysis that 401(k) and 403(b) account balances experienced double-digit growth for the third consecutive year. Go deeper: Fidelity attributed the … more Fidelity: Gen X and Women See Retirement Saving Gains

A new report published by Morningstar examines how retirees decide how much money to withdraw from their retirement savings accounts (such as 401(k)s, IRAs, and other defined-contribution plans). … more Why Are Retirees Underspending?

Nearly six million employees at small businesses have gained access to 401(k) plans since 2019, according to an article published by Entrepreneur.com. By the numbers: Gusto, a payroll … more Small Businesses Are Racing to Add 401(k) Retirement Plans

In a new West Health-Gallup poll of nearly 20,000 U.S. adults, roughly one-third of respondents — the equivalent of more than 82 million Americans — said they have … more One-Third of Americans Cut Back to Cover Healthcare Expenses

The Employee Benefit Research Institute published a report that estimates some couples could need as much as $469,000 in savings to cover their health care costs in retirement. … more Projected Savings Medicare Beneficiaries Need for Health Expenses Increases