Retirement Trends

Retirement anxiety is also rising, with 63% of recent hires expressing concern about running out of money in retirement.

The Stop Penalizing Working Seniors Act allows those enrolled only in Medicare Part A to continue HSA contributions.

Artificial intelligence users are more engaged, more anxious and more risk-forward.

Nearly two-thirds of those surveyed say they would rather never worry about their health again than never have to worry about money again.

Labor said it intends to issue a revised standard around May, leaving many advisors unclear about compliance obligations.

“These results reflect what we hear every day from small business owners. We’re seeing many who want to upgrade their plans or are starting from scratch,” said Hunter Claxton, SVP of Strategy at Ubiquity Retirement + Savings. “With new state and federal changes looming, the next year will serve as the perfect opportunity to get ahead, and that’s where we come in.”