Data and Research

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. 

2024 has already seen significant activity, with Shell and Verizon both conducting large pension risk transfers in the last few months.

While Millennials are moderately confident they will have sufficient retirement savings, many suffer from ‘money dysmorphia,’ new research shows.

A MissionSquare Research Institute brief explores the sentiments of younger public sector workers by race and ethnicity and explores motivations for public employment.  

Young 401(k) participants were the most likely to share personal information to help tailor their retirement investments to their needs and goals, according to new Cerulli data.

Due to lower levels of participation and contributions, conservative investing and retirement plan leakage, employees at historically Black colleges and universities struggle with lower balances, according to TIAA.

Qualified recipients will be able to collect up to $1,000 in federal matching retirement plan contributions, starting in 2027.

Advertised as a more cost-efficient and less burdensome way for small employers to offer a retirement plan, pooled solutions may not be the perfect solution to the coverage...

New research reveals employers are often out of touch with the needs of their employees, who seek higher compensation, better work-life balance and quality benefits.

Improvement is primarily due to SFA grants and asset performance, Milliman finds.

Investors with more than $1.5 million in assets scored twice as high on the literacy quiz than those with less than $100,000, according to The American College of...

Plan sponsors at higher education institutions expressed concerns over their participants’ retirement readiness, but many do not measure the performance of their plans, according to Transamerica research.

According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined contribution sponsors looking to do likewise.

Fees continued to fall, performance rallied and assets grew, according to Sway Research.

Investment management fees fell by 10 basis points, but respondents still reported negative returns in data mostly gathered from 2022.

As loan repayments are an obstacle limiting employees’ retirement savings, education savings benefits are an opportunity for employers to relieve participants’ financial stress and help them save.

The provider says the pace of asset growth is speeding up, nearly tripling from $88 billion a decade ago.