Reference Section

The survey conducted by the Transamerica Center for Retirement Studies finds that women workers believe they will need to have saved $500,000 by the time they retire to … more Women Believe They Need This Amount to Retire

To help foster financial well-being for all, but especially lower-income and minority households, the U.S. Department of the Treasury released a report commissioned by Congress that recommends federal … more Treasury Stresses SECURE 2.0 in Financial Inclusion Plan

A national survey of public employees from MissionSquare Research Institute reveals the vast majority (81 percent) are concerned they won’t have enough money to last throughout their retirement … more Public Employees Share Retirement Concerns

The Pew Charitable Trusts estimates that by the end of 2040 insufficient retirement savings will have cost states and the federal government a combined $1.3 trillion in increased … more States Make Case for Why Auto-IRAs Make Fiscal Sense

According to the 10th annual John Hancock Financial Resilience and Longevity Report, 57 percent of Baby Boomers are worried about the upcoming election, followed by inflation/cost of living … more Baby Boomers’ Biggest Worry Might Surprise You

Using data from the Federal Reserve Survey of Consumer Finances, researchers from Morningstar’s Center for Retirement & Policy Studies developed an economic model that estimates the percentage of … more American Retirement Preparedness Is Improving, but It’s Still Not Good Enough

When compared to 48 other countries, the U.S. retirement system ranked 29 and received an overall C+ grade, according to the latest Mercer CFA Institute Global Pension Index, which … more U.S. Retirement System Receives C+ Grade