Retirement Issues and Trends

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

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?