Data and Research

February 23, 2017

Assessing Global Shift Towards DC

In the U.S., private sector workers who are pre-retirees are slightly more likely to be highly satisfied with their current financial situation than their UK counterparts, but at the same time fewer U.S. retirees say they are highly satisfied financially. 

February 13, 2017

Case Study Shows Value of Re-Enrollment

One year after a re-enrollment, the ‘stick’ rate of investment in the default fund remains high, even when some participants partially opted-out, Vanguard found.

February 09, 2017

Immediate Annuities Pair With Social Security

A large majority of households that are currently receiving a Social Security benefit already get at least three-quarters of their income in the form of annuities, from Social Security, employer-provided pensions, and other annuity contracts.