Data and Research

Participants need help and a new mindset to preserve assets earmarked for retirement, Cerulli says.

While the number of plans identified as ESOPs has decreased, the number of active participants has steadily increased, NCEO data shows.

A new report from the Center for Retirement Research at Boston College asks whether fees are to blame for a consistent underperformance by DC plans compared with DBs.

Among 3,590 large plans, the five-year risk transfer rate was 14.9%.

More are also adopting automatic escalation.

New research from the Michigan Retirement Research Center shows important differences in the retirement outlooks of singles and couples. 

Data from RFP assistance provider InHub reveals why plan sponsors search for new plan advisers and what they ask for in the RFP process.

For those identifying saving as a top priority, nearly two-thirds prefer to set aside money for long-term goals such as college, retirement, and health care.

Pre-retirees among all financial statuses have fears about health costs in retirement, but they are not having the conversations needed to plan.

A study looked at considerations important to DC retirement plan sponsors in selecting a stable value product.

More plan sponsors will use automatic enrollment, and at a higher default rate.

Health is the top driver of early retirement, research finds.

It’s a question many people ask themselves during a working career: What would it take for a middle class person to save a million dollars?

Workers should save more, earlier to prepare for retiring sooner than planned and to meet the competing financial priorities in retirement.

While other generations would prefer more vacation time, Generation X would value richer retirement benefits, a survey finds.

While target-date funds may hold the most contributions, they can still co-exist with managed accounts..

Flat returns, lowered assumptions and changing participant demographics will erode funded ratios, according to a report from Milliman.

Plans continue to gain financial stability, but changing participant demographics threaten to derail this in the future.