Data and Research

New data from the Employee Benefits Research Institute reveals that around half of FSA accountholders forfeited unused funds to their employer in 2022.

For defined contribution plan participants, new research from PGIM and TIAA offers a fresh perspective on the usefulness of a standard withdrawal rule.

Implementing the Saver’s Match may benefit plan sponsors in multiple ways, finds the Collaborative for Equitable Retirement Savings.

Morningstar policy brief analyzes the impact of the Department of Labor Retirement Security Rule. 

As women face a bigger uphill battle when it comes to retirement savings, many expressed support for the return of pension plans and government support for making long-term...

The survey will track the compensation of pension professionals working at public funds.

Workers and retirees expressed more confidence in their wages, but many are still concerned about inflation, emergency savings and having guaranteed income in retirement. 

Callan’s annual defined contribution survey highlights trends from 2023 and forecasts for 2024.

By collecting more personal data beyond just age, recordkeepers have an opportunity to offer personalized target-date funds.

The alarming pay gap between newly drafted basketball players in the WNBA and the NBA provides an opportunity to examine the negative impact of low compensation on building...

The current crop of 65-year-old Boomers, particularly among women and those without higher degrees, will struggle to maintain a working lifestyle, according to the Alliance for Lifetime Income.

Understanding retirement-related topics like Medicare coverage and life expectancy were most difficult for respondents, according to TIAA and the Global Financial Literacy Excellence Center.

Seven in ten employees said they would be willing to change jobs in exchange for better benefits, according to new research from Nuveen.

Black and Hispanic eligible savers are likely to benefit significantly from the Saver’s Match program, according to Boston Research Technologies and Retirement Clearinghouse.

Higher stocks and relatively stable interest rates boosted funding surpluses to more than $70 billion, Milliman found.

In addition to lower contribution rates, Black and Hispanic workers tend to withdraw money more frequently from their 401(k)s, resulting in significant account balance disparities compared to white...

Plan sponsors are expressing interest in qualified longevity annuity contracts as a way help participants protect against longevity risk and inflation.

Despite net inflows to mutual funds in February, reversing the long-term trend of outflows is unlikely, according to analysts.

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

Research from Cerulli Associates forecasts nearly 40% growth in the number of 401(k) plans by 2030, based on federal and state efforts.