Retirement Issues and Trends

The results of a new study published by the Center for Retirement Research at Boston College suggest that the prevalence of unexpected expenses is becoming more widespread among retirees. Why … more Unexpected Expenses Can Have Major Impact on Older Households

Since 2005, J.P. Morgan Asset Management has published “Retirement by the Numbers” to analyze how its customers save, invest and spend throughout their working lives and retirement. “Our … more JP Morgan Publishes 20th Annual Retirement By the Numbers

A new survey from Finance of America finds one-third of Americans aged 40-60 report feeling significant emotional, physical, and financial strain as they try to balance caring for … more FOA Survey Reveals the Hidden Strain on America’s Sandwich Generation

A new study released by the Nationwide Retirement Institute reveals that for many Gen Xers retirement has arrived faster than expected. The big picture: Despite being close to … more Nationwide: Gen X Underestimated Retirement

Manulife John Hancock Retirement published its Financial Resilience and Longevity Report that offers insights into retirement preparedness to help individuals across generations approach their retirement years with confidence. … more Research Offers Solutions for Dealing with Retirement Longevity

How America Retires 2025 provides a comprehensive look at the evolving defined contribution (DC) retirement landscape and the shifting needs of participants as they move from saving to … more New Vanguard Report: How America Retires 2025

With many older Americans struggling to keep up with rising prices, the 2.8 percent cost-of-living-adjustment recently announced by the Social Security Administration is reigniting a debate over how … more Debate Emerges Over How Social Security COLA Is Calculated

The Transamerica Center for Retirement Studies published a report that examines the health and well-being, retirement preparedness and other life priorities of the American middle-class. By the numbers: … more Middle-Class Retirement Preparations, Prospects and Perils

A new report reveals that more than $2 trillion in retirement savings is stranded in forgotten or abandoned 401(k) accounts — an average of $66,691 per account. These … more True Cost of Forgotten 401(k) Accounts

The MIT AgeLab, in collaboration with John Hancock, released the Longevity Preparedness Index (LPI), a first-of-its-kind multidomain national measure that redefines what it means to be ready for … more New Index Measures Longevity Preparedness