Data and Research

A report suggests employers that use automatic enrollment in their defined contribution retirement plans may be using deferral and match rates that offset the costs of higher participation.

Financial wellness programs can cut stress and increase productivity in the work force, new research suggests, especially when employees receive more holistic financial education.

Eighty percent of Catholic dioceses offer lay employees a 403(b) plan, while 15% offer a 401(k).

Underlying 401(k) investment fees declined for both small and large retirement plans in 2014, according to the 15th edition of the 401k Averages Book.

Individuals should consider the expense and usage of non-recurring health care services, which increases with age, when planning for retirement.

A survey found those with a “savings plan with specific goals” reported more success in savings efforts.

The number of senior workers delaying their retirement is at its lowest now than at any point in the post-recession period.

A study examines the factors that make individuals optimistic about their preparedness for retirement despite having inadequate resources.

Assets held at retirement are not the only indicator of retirement readiness, according to researchers at the University of Connecticut.

LIMRA Secure Retirement Institute research suggests a formal written plan can make a big difference in creating a secure retirement through the defined contribution system.

Americans confess their greatest financial worry about retirement is high medical expenses, as revealed in a Bankrate.com survey.

The savings deficits that households are simulated to generate in retirement will be greater if Social Security becomes insolvent.

A hardy banking industry, strong health care services and solid economic performance have kept Switzerland’s retirement system at the top of Natixis’ 2015 Global Retirement Index.

A new academic research paper reexamines how pension costs were related to defaults and bankruptcies at high-profile U.S. corporations in the airline, automotive and steel manufacturing industries.

Home-country bias in equity holdings has declined among pension plans globally.

The Center for American Progress contends millions of Americans are in danger of not having enough money to maintain their standard of living in retirement, and the problem...

The good news from a new TIAA-CREF survey is that Americans acknowledge the importance of a lifetime income plan. The bad news: Few take action to create one.

Many older Americans are taking on debt at a time when they should be focused on savings and retirement investments, according to the Employee Benefit Research Institute.

Retirement plan sponsors surveyed repeatedly expressed frustration with regulatory complexity and concern about greater worker mobility.

Nearly nine in 10 households would oppose action by the government taking away the tax advantages of DC retirement accounts.