- Entering A New Phase Of Financial Benefits Strategy
Employers shift focus from retirement access to financial outcomes
As retirement readiness, financial stress and healthcare affordability continue to challenge employees, employers are increasingly focused on a new question: Are their financial benefits actually improving outcomes?
read more - 90% Of Workers Plan To Stay With Their Employer, Yet Many Remain Disengaged
Six in 10 workers report high job satisfaction, yet 59% say they often or always do not care about their job and more than half fantasize about quitting
New research finds that a majority of American workers say they are satisfied with their jobs and expect to remain with their employers, but there are widespread signs of disengagement beneath that apparent stability.
read more - Life Insurance And Legacy Planning
1 in 3 U.S. workers do not have a legacy plan in place
Preparing for the future can help families provide clarity and support during some of life's most difficult moments.
read more - What’s Driving The Next Wave Of PRT Activity?
A record 95% of sponsors with de-risking goals intend to fully divest their pension liabilities
Defined benefit (DB) plan sponsors are in one of their strongest funding positions in decades, and a record 95% of those with de-risking goals, up from 76% in 2019, ultimately intend to completely divest their pension liabilities.
read more - Employees Are Treating Benefits Like Purchases, Not Perks
Disconnect between the importance employees place on benefits decisions and how infrequently many engage with benefits outside enrollment season
As open enrollment season approaches, a new survey from New York Life finds that employees are approaching workplace benefits more like consumers evaluating purchases than workers selecting employer-provided perks.
read more - How Much Retirement Income Is Enough?
The popular 'rules of thumb' ask the wrong question
It is the first question nearly every pre-retiree asks, and the one most planning shortcuts answer worst: how much income will be enough?
read more - Half of Current GLP-1 Users Say They May Have to Choose Between Medication and Retirement Savings
Nearly nine in 10 users are optimistic about their long-term health, even as medication costs create new financial and retirement planning challenges.
GLP-1 medications are giving Americans greater optimism about living longer, healthier lives, but their cost is also creating a new retirement challenge.
read more - Uncertainty About Future Skills Is Emerging As The Next Workforce Risk
Employees recognize the need to reskill, but managers need stronger tools and organizational support to help people keep pace
Employers face a growing workforce risk as employees struggle to understand which skills they need and how to develop them quickly enough to keep pace with changing work, according to WTW’s latest EX Intelligent report.
read more - CFA Institute Welcomes the SEC Proposal to Recognize Chartered Financial Analysts as Accredited Investors
To recognize the CFA charter as a professional designation
CFA Institute, the global association of investment professionals, welcomes the proposal by the U.S. Securities and Exchange Commission to allow Chartered Financial Analysts in good standing to automatically qualify as accredited investors.
read more - Small Mortgages Are Disappearing, Even as Federal Policy Targets Barriers to Access
Share of mortgages under $100,000 has fallen from to less than 3% in 2025 and 2026
Mortgages with principal balances of $100,000 or less are becoming increasingly scarce, limiting financing options for buyers of lower-priced homes, according to a new Realtor.com® report.
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