Data and Research

Only 22% of workplace retirement plans offer access to guaranteed lifetime income, according to DCIIA.

Plan participants mostly lack the readiness to meet potential long-term care needs, according to a recent survey.

Plan costs declined by 23 basis points over the same period.

Only 14% of survey respondents said they were comfortable with using retirement savings each month on things they enjoyed.

Four years after most survey respondents to an NCPERS survey said recruiting was problematic, most now take a different view.

Participants increasingly worry whether traditional retirement planning strategies can support longer retirements.

However, workforce participation and automatic enrollment are much lower among smaller businesses, according to the report.

The proportion of workers who increased their retirement savings has fallen over the past year, while the share who reduced their savings grew.

Nearly one-fifth of this group is self-employed.

An Invesco survey found defined contribution plan participants struggled to identify assets that counted as private markets.

What was once seen as a ‘three-pillar’ retirement system is increasingly viewed as the participant’s burden, according to a recent study.

Research finds modest gains from some private asset allocations while highlighting liquidity, valuation and governance challenges for plan sponsors.

Growth in the second quarter exceeded the first quarter’s losses.

Only 40% of plan participants surveyed knew exactly how their retirement savings were invested.

Only 14% of survey respondents said they were still evaluating how they could use artificial intelligence, down from 44% in 2025.

About half of mass-affluent respondents reported relying solely on Social Security for support in retirement, leaving savings untouched.

Borrowers in their 40s had a median 401(k) balance about 45% lower than peers without student debt, according to a new report.

The index recorded the lowest monthly activity in the last 30 years, as trading reflected ongoing uncertainty related to interest rates and inflation.

JD Power found retirement plan mobile apps ‘significantly outperform’ websites.

Growing complexity of plan design and investment options is prompting plans to outsource more functions, Fidelity’s annual survey finds.