Retirement Research

Fidelity Investments® released its latest Retirement Savings Assessment, which revealed that America’s Retirement Score has moved back into the yellow to 78, a five-point decline from an all-time … more ‘America’s Retirement Score’ Drops to 78

The average retiree has $170,726 saved for retirement, or about ten percent less than the $191,659 they had at the start of 2022, according to a new Clever Real … more Survey: Retirees Lost Ten Percent of Their Savings in 2022

Couples with high prescription drug expenditures may need to save $383,000 to have a 90 percent chance of having enough money to cover their healthcare costs in retirement, … more EBRI: Some Couples May Need $383K For Future Healthcare

Older adults prefer to age at home or in their community rather than assisted-living facilities or other institutional settings, but experts say that could be difficult or impossible … more More States Adopting Master Plans for Aging

A survey of 2,000 adults conducted by U.S. News and World Report asked participants how their retirement-saving plans have been adjusted, how these plans look going forward, and … more Key Findings From U.S. News and World Report Retirement Survey

Two in three Americans (67 percent) say they are more concerned about paying bills right now than saving for their financial future, according to the 2022 Q4 Quarterly … more Study: 67 Percent of Americans Prioritizing Present Needs Over Retirement

A new report from the Center for Retirement Research at Boston College finds that Social Security beneficiaries who are delinquent on federal student loans could face a four … more Study: Student Loan Delinquencies Can Reduce Social Security Benefits

Roughly half of America’s small businesses (those with fewer than 100 employees) offer a retirement plan. To better understand why the other half doesn’t, the Center for Retirement … more Why Do Some Small Businesses Offer Retirement Plans?

Almost half of U.S. workers (49 percent) expect their primary source of retirement income to come from self-funded savings, such as a 401(k) or IRA, but the average … more Transamerica Examines Workers’ Retirement Outlook and Challenges

While women control one third of U.S. household financial assets ($10.9 trillion) and comprise 47 percent of the workforce, many of them struggle to save adequately for retirement … more Goldman Sachs: Competing Priorities Hinder Retirement Saving For Women