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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: According to a recent survey, workers’ most frequently cited retirement fears are outliving their savings and investments (42%), declining health that requires long-term care (39%), a reduction in or elimination of Social Security in the future (38%), and possible long-term care costs (34%).1 In…

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: In the last five years, the number of health savings accounts (HSAs) has grown more than 60% and the number of assets has grown by 250%. In 2020, the average balance for HSA accounts with invested assets was $22,496.1 Defined contribution plan participants’ loan…

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: A survey of 2,622 respondents revealed that the Great Resignation was still on the minds of many, with 51% still considering quitting their current job. Of those who did quit and had a 401(k), 21% said they cashed it out.1 Three out of four…

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: The average 401(k) balance of $130,700 in the fourth quarter of 2021 was up 4% from the third quarter and up 8% from a year ago.1 A survey of 1,162 workers revealed that when they need to make a financial decision, 58% responded that…

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