financial planning

Study: Confidence Higher Among Target Date Fund Investors
Team SummitEmployee Outcomes, Employer Resource Center, Plan InvestmentsComments are off for this post
A new survey by Voya Investment Management finds that participants who invest in target date funds (TDFs) feel significantly more confident about their retirement savings than their peers who are not invested in TDFs. When asked whether investing in a TDF makes them feel more confident about making good investment decisions, 95% of employed TDF  Read More →
The New Reality of Retirement: When Competing Priorities Take Over
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
For many workers today, saving for retirement feels almost bleak. According to the 2025 Goldman Sachs Retirement Survey, 42% of Gen Z, Millennials, and Gen X are living paycheck to paycheck. Almost three-quarters say they struggle to save because their money is already stretched across too many other priorities. And the pressure isn’t slowing down.  Read More →
Savings Inertia: Moving Beyond the Default
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
New research has revealed some telling patterns in employee retirement plan contribution rates. According to PLANSPONSOR’s 2025 Participant Survey, nearly 4 in 10 participants said that, when choosing their rate, they simply stayed with the plan’s default setting. What this means is that the default doesn’t always just start the retirement savings journey. For a  Read More →

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