Data and Research

Recent surveys show that companies plan to scale back coverage of GLP-1 medications for weight loss and that employees question rising medical costs.

The accounts maintained last year’s asset and participation increases in Q1 after a strong 2025.

A group of academics found that design initiatives, policy developments and behavioral interventions could increase annuity uptake.

Newer hires made smaller deferrals and showed a gap in financial literacy about retirement planning, according to a SPARK and Corporate Insight survey.

The firm projected the plan would add between $635 billion and $983 billion in retirement saving under baseline scenarios.

A new MetLife poll found employers support policies that promote guaranteed income.

A review by Purdue Global of the traits, beliefs, and life experiences that mark different generations, and how those differences influence how members of those cohorts work, communicate,...

Rapid growth reflects expanded tax advantages, recent investment gains and concern about rising health costs.

Respondents reported concerns about potential cuts to government programs, steep debt, high health care costs and elevated housing prices.

According to Financial Finesse, two age groups’ diverging wellness scores indicated the importance of personalized communication and AI-enabled coaching.

Regulatory guidance alone is not enough for plan sponsors to succeed, according to Morningstar.

The industry group warned that modernization is urgent, as demand from retirement plans accelerates.

Both availability and usage shifted toward passive strategies over the past decade, according to a recent DCIIA report.

A Franklin Templeton survey found strong alignment between employees and employers on benefit priorities, but employees struggle to navigate retirement options.

Some investors shifted out of equities and into more conservative options in March, but most stayed the course, according to Alight’s 401(k) trading index.

The company recommends annuitizing one-third of total savings and applying the standard, systematic 4% withdrawal on the rest.

Confidence about employees’ abilities to retire on time nearly doubled, but economic conditions remain challenging, according to MFS.

A new NCPERS study found plan sponsors maintained stable funding levels in early 2025 despite the many variables.

Research from EBRI highlighted the need for clearer communication and simpler administration.

Smaller plans still tend to pay higher percentages in total costs, investment costs and adviser compensation, according to the latest ‘401(k) Averages Book.’