Retirement plan participants
Participant Insights
From personal finance basics to retirement planning, a library to make the path a little simpler.
Financial Planning
AI Used Widely (Though Not Always Wisely) For Retirement Planning
Artificial intelligence (AI) is becoming an increasingly popular tool for retirement planning, with many Americans using it for budgeting, investing, and retirement savings guidance. While AI offers convenient financial education and planning support, users should verify…
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Financial Planning
Benefits of Joining a Retirement Plan
Learn why your employer-sponsored retirement plan may be one of your most valuable benefits and how it can help you build long-term financial security.
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Financial Planning
Knowledge Gap Drives Retirement Plan Nonparticipation
Automatic enrollment has helped increase participation in employer-sponsored retirement plans, but many employees still opt out due to a lack of understanding or concerns about affordability. Providing clear retirement plan education, enrollment support, and ongoing…
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Financial Planning
Retirement Expectations vs. Reality: What Workers May be Getting Wrong
Many Americans have a clear vision of when they'll retire and how they'll fund life after work—but the reality often looks very different. According to the 2026 Employee Benefit Research Institute (EBRI) and Greenwald Research Retirement Confidence Survey, significant gaps…
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Financial Planning
Retirement Plan Portability
Learn what retirement plan portability is and explore your options when changing jobs, including rollovers, IRAs, and employer plans. Discover how to avoid taxes and penalties, preserve your retirement savings, and make informed decisions that support your long-term financial…
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Investment Markets
The Importance of Staying Invested Through Volatility
Learn how to navigate market volatility with confidence. Discover why staying invested during market downturns and maintaining a long-term investment strategy can help support your financial future.
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