Data and Research

IRAs and defined contribution plans drove the growth in assets.

A 2024 T. Rowe Price study of DC plan consultants found that more plans are taking a stance on retirement income, but it is not a top priority...

Concerns about investment performance, inflation, taxes, Social Security and Medicare are top of mind, Wealth Enhancement survey finds.

Despite improvement from last year, J.D. Power found that digital channels are often lacking and urges advisers to improve online experiences.

Scale and specialization are cited as keys to success, says the research and consulting firm that just partnered with TIAA.

While Millennials faced challenges at the start of their careers and continue to carry large amounts of student debt, new research shows significant improvements in the cohort’s wealth...

Verizon, Shell and 3M completed the year’s three largest pension risk transfers so far.

Retirement savings for Gen X workers showed improvements in the year’s second quarter, and nonprofit workers continue to show improvements in retirement readiness.

Plan sponsors have until November 8 to complete the survey that can help them learn how their retirement plan stacks up against others in the same industry.

Private employers are often opting to start their own retirement plans, rather than utilize a state-run plan, in states with retirement mandates.

From both an industry asset and account level perspective, 529 savings plans continue to expand to help families save for future education expenses.

According to NCPERS research, the impact of pension cuts is often missing from pension policy debates.

An annual survey of more than 1,000 employers finds an 81% plan outcome satisfaction rate.

Most Americans do not have a strategy to account for rising costs caused by increasingly frequent natural disasters.

Simfund data show target-date-fund assets, popular in retirement plans, boosted in part by passive investment inflows.

New data from Morningstar rings the alarm for many baby boomers and Generation Xers on not having enough to meet retirement needs.

Vanguard research ‘forcefully shows’ modern plan design features like automatic enrollment promote retirement savings participation across racial and ethnic backgrounds.  

According to a survey conducted by the Employee Benefits Research Institute, military households are more likely to have a higher level of financial assets and are less concerned...

The growth is the highest for the first six months of any year since LIMRA started tracking sales in the 1980s. 

Workers nearing retirement and those already retired cited inflation as a primary reason why they are either delaying retirement or returning to the workforce.