Data and Research

The CalSavers November participation report shows the state auto-IRA program has accrued nearly $700 million in retirement assets. 

Small firms in Colorado and Oregon launched 401(k) plan offerings after auto-IRA programs were enacted in those states, according to new research.

Empower’s annual report mining data from 5.3 million workplace plan participants shows saver strains amid ‘steady’ deferral rates.

Many corporate pension fund leaders are re-evaluating their liability-driven managers and allocations.

A Defined Contribution Alternatives Association research paper examined the case for plan sponsors to consider private real estate in retirement plans.

Plan sponsors’ satisfaction with meeting their goals has also increased, according to Fidelity Investments’ annual survey.

Despite different perceptions of retirement readiness, both plan sponsors and participants understand the importance of grasping the details of how to generate retirement income.  

An average of three out of four plan sponsors plan to make a decision on in-plan annuity income solutions by the end of next year, per new research...

Despite dealing with the most debt of any current generation, Gen Z and Millennial workers value saving for retirement and are the most likely to use workplace-provided advice...

Higher education plan sponsors cited lower costs and fewer administrative responsibilities as reasons to join a pooled retirement plan solution, now available for 403(b) plans thanks to SECURE...

Plan sponsor communications should emphasize positive behaviors to encourage an ‘optimal’ participant mindset.

While health savings account balances are growing and more people are contributing, employers remain concerned that employees should be educated on their complexities.

The U.S. has an opportunity to create more than $775 billion in additional economic activity per year by investing in policies that support working caregivers, new Department of...

Mercer experts identified a variety of trends impacting defined contribution plans, including new types of lawsuits, high interest rates and growing consumer debt. 

While working caregivers tend to have little in emergency savings and often retire early, employers’ benefit offerings are misaligned with what caregivers want and need, new TIAA research...

Cost-of-living expenses, as well as student loan debt and wages, are primary obstacles to saving for retirement, according to new research.

Other state plans lag behind, but the Golden State’s program continues to welcome more registered employers and participant-funded accounts. 

Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use their accounts as investment vehicles.

Research from the MissionSquare Research Institute shows that with defined benefit pensions not providing enough for full retirement, plan design could help participants save additional funds in defined...

The average cost of health care in retirement is nearly triple what Americans estimate.