Retirement Trends

Following a "wrongful use" of 401(k) forfeited funds lawsuit filed in January, the banking giant is now being sued by employees over $2.4 million in plan assets that were invested in an in-house stable value fund.

Nearly half “strongly agree” or “agree” that their retirement plan savings are the only significant emergency savings they have, an increase from 43% in January 2023.

Today’s employees, especially those who are early into careers, are looking for employers to help support them beyond saving for retirement and the basics.

It’s no secret that women earn less than men in the workforce, but what people forget to recognize is this pay disparity compounds over time, leading to retirement inequities.

Total U.S. single-premium PRT premium was $51.8 billion last year.

Gen X is the most negative about their retirement outlook.