Data and Research

A New Year’s resolution survey finds employees are placing physical health above financial health, but plan sponsors and advisers can take action to give financial issues equal footing.

A downward revision reflects new information used by the Investment Company Institute.

An extensive new report from BrightScope and the Investment Company Institute finds large plan sponsors, in particular, are squarely focused on leveraging the power of plan design. 

A new report from EBRI describes an interesting anomaly that emerged in the most recent population survey published by the U.S. Census Bureau.

In a new report, Cerulli Associates explores the impact the Department of Labor's proposed conflict of interest rule may have on future rollovers to IRAs.

Every retirement plan provider analyzed by Corporate Insight enables participants to adjust their contribution rates from at least one mobile platform.

An analysis illustrates the unfortunate consequences imposed on U.S. retirees due to the extended period of exceptionally low bond market yields witnessed over the past seven years.

Experts advise individuals not to neglect retirement planning.

One-third of participants ages 35 to 49 say they are planning to depend less on financial advisers in the years ahead.

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.