Retirement Trends

This new pooled employer plan opens the door to retirement planning for 500,000 employees across 47 states.

While saving for retirement is the top-ranked financial goal for employees overall, young and lower income employees rank paying off credit card debt as their top financial goal, according to a Bank of America report.

Suppliers use rebate loss to block normal utilization management strategies, according to NAHPC and ERIC.

There's a push by Congress, spearheaded by ranking committee member Sen. Tim Scott, to include the ability for 403(b) plans to use the low-cost CIT investment options that many 401(k) plans use today.

Workers in these states have shorter commutes and more affordable housing, according to new 2023 Census results.

An estimated 80% of plan sponsors are overpaying administrative and investment fees due to failure to benchmark their plans annually, according to Steven Abernathy, Principal and Chairman of Abernathy Daley 401K Consultants.