Data and Research

Allocations within defined contribution plans increased by roughly 2.5% per year over 11 years.

Plan sponsors can help by offering their employees education and advice, according to CAPTRUST.

Loan-takers’ deferral rates fell by only 0.8 percentage points over a 2-year period, according to research from the Pension Research Council.

Better participant engagement could unlock up to $405 billion in industry AUA by 2034, according to research from Accenture.

The chosen individual will ‘research, analyze and evaluate investment opportunities’ in asset classes that include private equity and private credit.

Employer plans are ‘the more expensive way to comply with the law,’ however, according to public policy research.

A sampling of information collected in the 2025 PLANSPONSOR Participant Survey.

Single-premium sales more than tripled in the third quarter of the year.

More than half of households in which a retirement plan participant borrowed from their retirement savings had increased their health expenditures by at least 10% in the same...

Talent attraction and retention are no longer employers’ top strategic priorities, a new Brown & Brown study found.

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.