Data and Research

Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.

What can the U.S. learn from other countries’ preparations?

These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.

The retirement plan industry shows little sign of dropping its focus on fees and lowering the cost of investing.

Fees and investment lineup are the primary motivators in the decision to keep or replace a recordkeeper.

Current retirees are less stressed about finances and provide examples of additional preparation steps.

A rigorous new study out of George Mason University takes a strong positive stance on using lifetime annuities over structured withdrawals.

Overly restrictive rules make it difficult for plan sponsors to distribute plan information electronically, a paper says. 

The GAO reports that maybe half of near-retirees have no money put aside.

Many retirement plan participants worry about being able to meet their expenses in retirement.

Anyone who has cut their teeth in the retirement benefits space knows perennial change simply comes with the territory.

Age Wave Co-Founder Maddy Dychtwald invites retirement plan sponsors to act as guides and leaders for the new retirement landscape. 

About 42 million people are unaware they pay fees on their work place retirement plans, research says.

More than half (56%) of retirement plan participants have no strategy for making their money last throughout retirement.

Income from individual retirement accounts (IRAs) and 401(k)-type plans was being missed in the U.S. Census Bureau’s Current Population Survey (CPS), EBRI says.

A study highlights Americans’ need to focus on retirement planning and for additional resources for saving.

Lack of an accessible roll-in process could lead to more cash-outs.

Investment management expenses remain the top cost in running a corporate defined benefit plan.

The Aegon Retirement Readiness Survey 2015 indicates habitual savers are more prepared for retirement.

A new report suggests Americans might well be irreversibly shortsighted when it comes to financial planning.