Research

Workers are asking for help with calculating how much they need to save for retirement, how to invest in their 401(k)s, and how to create an income stream in retirement, says a new Schwab survey.

The uncertainties over the past few years have clearly affected workplace savers, who are now less sure about when retirement will come, what it will look like and how they should prepare for it, according to a new survey.

Nearly 6 in 10 Gen Z women believe they'll be financially prepared for retirement – a significant higher proportion than women in other generations, according to a recent Northwestern Mutual study.

Likely as a result, 401(k) contributors, whose biggest short-term priority is paying off debt, are often juggling saving for now vs. savings for the future – and nearly half are behind or don't have a retirement goal, says a new TIAA survey.

The demand for behavioral health has skyrocketed since the pandemic, but 32% of patients do not get the type of visit they want – and many say their clinician doesn't consider their preference, according to a RAND study.

Despite improvements in employment and income inequality, the U.S. slipped in the Natixis Global Retirement Index, dropping to 20th place, as high inflation and public debt caused overall retirement security to deteriorate.