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According to a recent LIMRA survey, 61% of consumers who worked with an adviser contributed to a retirement plan or an IRA and are saving at a higher rate compared to only 38% of consumers who weren’t working with an adviser.
Of the one-quarter of non-retired Americans who report working with a paid financial professional, half indicate that the adviser provided guidance on how much to save for retirement and nearly a third indicate the adviser provided guidance on a target amount to save.
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From emergency savings to retirement and AI-powered advice, employers are rethinking financial wellness as workers struggle to keep up with rising costs.
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Transamerica Institute finds more middle-class workers expect to fund retirement through 401(k)s and other savings, but financial pressures could derail those plans.
The CRO of retirement plan provider Human Interest explains how employers can simplify retirement plans and boost participation.
Employees are facing rising financial stress, retirement savings gaps, and competing priorities but new financial wellness trends are emerging to help.
