Data and Research

The proposal suggests a solution for Americans with savings that are not structured to generate steady income throughout retirement.

Surveyed workers reported more knowledge, comfort with including alternative investments in their retirement plan portfolios, Schroders’ survey found. 

New federal data clarify what health plans owe beyond initial payments in surprise-billing disputes.

ABLE accounts also continued upward momentum in Q3 2026.

The 25 largest public pension funds could hold more than $700 billion of equity investments in technology focused on artificial intelligence, according to research from Equable.

Preparing for late-life care, and its associated financial burden, often requires more planning than purchasing insurance.

The Health Enhancement Research Organization says its focus on workplace health plans compliments the retirement researcher’s work.

Americans scored low on the care, home and health measures of the Longevity Preparedness Index by John Hancock and MIT AgeLab.

Fifteen percent of insurers identified rising in-plan annuity adoption as a major future trend, up from 5% who saw it as a key trend over the next year.

Research on lost savings supports the need for regulatory action.

A State Street study suggests employers can offer practical support in helping employees navigate their transition into retirement.

A Monte Carlo analysis found fixed and variable withdrawal approaches may help retirees generate income for decades.

Fiduciaries need to focus on system design, governance and investment oversight to ensure good outcomes for savers and retirees, according to a pension index study.

Transamerica survey respondents said healthcare and living expenses are their employees’ most pressing financial wellness needs.

Recent studies suggest employers can leverage guaranteed income in retirement and higher pay to satisfy employees’ financial needs.

Flexibility and guaranteed income are two main factors for survey respondents, but not the full story.

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.