Data and Research

Nine investment and recordkeeping providers will be recognized for their achievement at the annual Awards for Excellence dinner to be held March 31.

About one in 10 plan sponsors replaced their target-date fund/balanced fund manager in 2014.

Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.

Recent research supports the argument against investors reacting to every market turn and for solutions that automatically rebalance portfolios.

The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of participants, sponsors and other stakeholders.

Fourteen service providers will be recognized at the annual Awards for Excellence dinner to be held on March 31.

Baby Boomers are changing the traditional definition of retirement.

ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.

Despite concerns about their employees' ability to save enough for retirement, few nonprofit 403(b) plan sponsors use targeted education or offer financial wellness programs.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all retirement savings actions.

Many retirees find the retirement life brings more satisfaction and less worry than they anticipated.

Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.

Lower investable assets and higher health care costs are delaying retirement for the 94% of working middle-income Baby Boomers with plans to retire one day.

EBRI finds the percentage of all families with an individual account retirement plan, such as a 401(k) plan or an IRA, has decreased.

Employers sponsoring 401(k) plans use a range of employer match formulas and offer a variety of investment choices with lower fees.

A typical DB plan provides equivalent retirement benefits at about half the cost of a DC plan, the NIRS says.

PSCA’s 57th Annual Survey shows plan sponsors are increasing efforts to encourage retirement savings among employees.

Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to encourage employees to save.

Just one in five retirement-age Americans can pass a basic quiz on strategies to make their nest eggs last throughout retirement.

Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.