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Searching for: researcher is "fidelity investments"

Surveys listed in reverse order of publication date

Results 1-10 of 10.

Fidelity Q3 Retirement Analysis: Account Balances Hit Record Highs 10 Years Following Financial Crisis
Fidelity Q3 Retirement Analysis
Fidelity Investments
5 Nov 2018 United States Countries - US, Savings, Scheme Issues & Trends
Fidelity Investments has published its quarterly analysis of retirement savings trends and behaviours for Q3. The data reveals that the average 401(k), 403(b) and IRA account balances reached record highs and have nearly doubled since 2008 and that there has been double-digit growth in the number of 401(k) and IRA millionaires.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8D11289BD    
 
Account balances hit record highs 10 years following financial crisis
Account balances hit record highs 10 years following financial crisis
Fidelity Investments
5 Nov 2018 United States Countries - US, Equality, Savings, Scheme Issues & Trends
Fidelity Investments has released its quarterly analysis of retirement savings trends for the third quarter of 2018. According to the analysis, average 401(k), 403(b) and IRA account balances reached record highs and have nearly doubled since 2008, while contribution rates for female investors reached a record high, and the number people with $1m or more in their 401(k) increased by 41% compared with Q3 2017.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

90112742F   Click here to contact the authors.
 
Fidelity Q2 Retirement Analysis: Account Balances Rebound, While Auto Enrollment Continues to Drive Positive Savings Behavior
Fidelity Q2 Retirement Analysis
Fidelity Investments
16 Aug 2018 United States Countries - US, Savings, Scheme Issues & Trends
Fidelity Investments, has published its quarterly analysis of retirement savings trends and behaviours for Q2. The data reveals that the average 'default savings rate', which is the percentage of pre-tax pay employers select for employees who are automatically enrolled in their 401(k), rose to 3.9% in Q2 after five straight quarters at 3.8%.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DB1115238    
 
Plan sponsors' top concern shifts from reducing plan costs to helping employees prepare for retirement
Plan Sponsor Attitudes Study
Fidelity Investments
13 Aug 2018 United States Advisers, Automatic Enrolment, Countries - US, Funding and Minimum Funding Requirement, Investment - General
According to Fidelity Investments' ninth annual Plan Sponsor Attitudes Study, 33% of plan sponsors cited whether the plan was effectively preparing employees for retirement financially as their main concern. In order to help employees achieve their savings goals, 82% of plan sponsors are making changes to their plan design and 83% are altering their investment menus.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

901113630    
 
Building Financial Futures: Trends and insights of those saving for retirement across America
Building Financial Futures: Trends and insights of those saving for retirement across America
Fidelity Investments
17 May 2018 United States Countries - US, Savings, Scheme Issues & Trends
Fidelity Investments has published its quarterly analysis of retirement savings trends and behaviours for Q1 2018. The data reveals that the total savings rate for 401(k) investors, which is a combination of the average employee contribution rate and an employer's 401(k) match, reached a record high of 13.2% at the end of the quarter, up from 13% the previous quarter.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DC11061DB    
 
A Couple Retiring in 2018 Would Need an Estimated $280,000 to Cover Health Care Costs in Retirement
A Couple Retiring in 2018 Would Need an Estimated $280,000 to Cover Health Care Costs in Retirement
Fidelity Investments
19 Apr 2018 United States Savings
According to Fidelity Investments' 16th annual retiree health care cost estimate, a 65-year old couple retiring this year will need $280,000 to cover health care and medical expenses throughout retirement. This represents a 2% increase from 2017 and a 75% increase from Fidelity's first estimate in 2002 of $160,000.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A3109571B    
 
Fidelity reports Americans continue to fund workplace savings plans in 2008 despite market volatility
Fidelity reports Americans continue to fund workplace savings plans in 2008
Fidelity Investments
13 Aug 2008 United States Savings, Funding and Minimum Funding Requirement, Countries - US
Fidelity Investments has announced findings from the first half of 2008 that showed American workers are continuing to contribute to their workplace savings plans despite current market volatility. 

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8143396D    
 
New retirees risking income "burn-out", warns Fidelity International
New retirees risking income "burn-out"
Fidelity Investments
4 Oct 2006 United Kingdom Savings, Pensioners & Retirement, Funding and Minimum Funding Requirement
In a study entitled "Improving Britain's Retirement Income" Fidelity International has warned that thousands of people nearing retirement are at risk of using up all their savings before they die. According to the report, almost half of those who are apporaching retirement expect to supplement their income from other forms of saving, while 90% are in danger of spending all that they have saved before they die.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

233558CE   Click here to contact the authors.
 
401(k) report shows some progress in employee savings
Participation and deferral rates still lagging
Fidelity Investments
17 Aug 2006 United States Savings, Pension Reform, Investment - General, Countries - US
On the heels of the Pension Protection Act of 2006 being signed into law, Fidelity Investments has released its annual report on the state of 401(k) investing, which said that the average 401(k) account balance in 2005 increased to $62,500, a 3% increase from 2004 levels. However, employee participation in workplace savings plans dropped slightly, while average deferral rates held steady.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7E3439EA   Click here to contact the authors.
 
Despite economic challenges, Americans holding ground, taking action to prepare for retirement
Despite economic challenges, Americans holding ground, taking action to prepare for retirement
Fidelity Investments
11 May 2006 United States Savings, Pensioners & Retirement, Investment - General
Despite rising interest rates, decreasing benefits and higher gasoline prices, the average American working household held steady in its retirement savings effort, according to the Spring 2006 Fidelity Retirement Index. The Fidelity Retirement Index analyses the overall retirement readiness of American households based on data such as workplace and individual savings, projected Social Security and pension benefits, and anticipated retirement horizons. The Index projects whether the average household will have more, less or the same amount - 100% income replacement - to live on in retirement as compared to pre-retirement.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5F33056E   Click here to contact the authors.
 

Results 1-10 of 10.