Research

For the first time in years, Gen X reported slightly worse financial wellness than Gen Z, but the new catch-up contribution rules for next year will give them a boost, according to a new Guardian report.

There are proactive steps employers can take to address student loan issues, such as providing better information on loan forgiveness eligibility and creating incentives like matching contributions, according to MissionSquare.

As more U.S. households gain confidence in investing, they're becoming more self-reliant in making financial decisions, according to new research from Hearts & Wallets.

Auto-IRAs increase coverage of retirement plans because most states require that employers to either enroll their employees in the state plan or offer their own plan such as a 401(k), according to Gusto research.

Over half of workers, especially older generations, would like to learn more about the federal government’s plan to make matching contributions to their retirement accounts, according to a Charles Schwab study.

While student debt can sometimes be thought of as related to the immediate post-college years, not so much, according to a new MissionSquare report.

Retirement plan participants find plan information confusing, even overwhelming, and question their own investment choices, which is why 74% of Americans want more professional help with their 401(k)s – and many are willing to pay for it, says a Pontera survey.

While employees say they have better access than ever to financial products and services, employers need to continue educating employees about the value of their retirement benefits, according to a Principal survey.