Market Insights

The oldest members of Generation X are turning 60 in 2025, and more than half believe they won’t be financially prepared for retirement in a few years.

The rapid growth of artificial intelligence may be outpacing the ability of workers to integrate the new technology and apply it to improve productivity.

More clients have opinions on retirement income than they did four years ago, consultants and advisors said.

“In today’s competitive market, employers are seeking to balance employees’ benefits expectations with escalating costs,” according to the 2025 Benefit Plan Trends Survey from USI.

Analysts attribute the increase to consistent savings and positive stock market performance, despite market volatility at the beginning of the quarter.

High-cost claimants drive a large percentage of spending.