Data and Research

Research from Nationwide also reported familiarity with annuities is growing, but a separate LIMRA study questioned clients' actual understanding of the insurance products.

The investment vehicles accounted for approximately 38% of total 401(k) channel assets at year-end 2023, up from 30% at the end of 2019.

The Economic Innovation Group updated its analysis of who is left out of the US private sector retirement savings system, drawing on new federal data.

Aon’s 2025 Benefits Survey of Hospitals found health systems wants their employees to understand both the benefits available and how valuable they are.

The market for outsourced CIO services has already tripled in size in the last decade, with more growth expected.

The firm’s ‘Q3 2025 Retirement Analysis’ indicated last quarter’s results were driven by consistent savings and positive market performance.

Those who retired earlier than they intended were less likely to have a formal plan than those who retired on time or later, according to Manulife John Hancock.

Increased price-to-earnings ratios and interest rates greater than 5% could signal the trend is easing, October Three cautions.

Pooling longevity risk and delaying Social Security are two tactics to increase retirement income. 

The market has increased on both the asset and account level throughout 2025. 

The firm’s inaugural ‘How America Retires’ report found retirees in plans offering flexible distribution options are more likely to remain in-plan and less likely to cash out their...

The research arm of the annuity provider asserts that the addition of guaranteed income options would evolve defined contribution plans beyond savings. 

Most admit they do not know much about the fiscal safety net or how it fits into their retirement plans, Allianz found.

One-quarter of low-to-moderate income earners ranked an emergency savings account as one of the most valuable supplemental workplace benefits.

'Our differences make the difference,’ according to Allspring’s 2025 retirement study.

All 4 earned assessments of at least ‘above average’ in spending and long-term-investing use cases.

They are also twice as likely to offer comprehensive employee benefits, an Equitable and SCORE study found.

Immediate eligibility, automatic enrollment and increased deferral rates can help small businesses close the retirement readiness gap, according to Vanguard research. 

Stout’s valuation portfolio shows firms achieved average annual returns of 17.3% over the past four years.

The limits will rise slightly next year, as did the insurance premiums earlier this week.