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Average balances in 529 college savings plans fall far short of projected higher education costs in most situations, according to Morningstar’s latest research paper and industry survey, released on Monday.
The average 529 account balance was $9,700 in March 2009, according to data that Morningstar culled from the Investment Company Institute.
Donna M. Mitchell is a financial journalist based in the New York metro area with expertise covering structured finance, commercial real estate, and wealth management. Her work has appeared … Read full bio
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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.
U.S. workers say retirement is getting harder to afford, raising questions about how organizations can help workers save, understand their benefits, and plan ahead.
Open enrollment doesn’t have to overwhelm employees. Collective Health’s Jacque Ludwig shares how employers can drive engagement and make benefits easier to navigate.
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.
A financial spreadsheet alone cannot capture the total value and performance of a benefits program, nor can numbers on a ledger guarantee long-term operational success.
