Data and Research

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.

The average contribution rate of Black and Hispanic workers is roughly 40% lower than that of white workers, according to MIT researchers analyzing a linked data set.

The youngest generation in the workforce has saved almost three times the amount Gen X households had saved in defined contribution plans at the same age, according to...

A new SoFi at Work survey finds that employees are increasingly stressed about paying off debt and the rising cost of living, which is impacting their mental health...

In 2023’s fourth quarter, the number of tax-preferred education savings and prepaid accounts rose to 16.4 million.

The dataset provides plan sponsors with information on U.S. workers, controlled for demographic factors, and will be updated quarterly.

These workers, many of whom participate in 403(b) plans, are split on whether they are on track to achieve the retirement they envision, according to a Corebridge Financial...

Plan sponsors expressed concerns about administrative complexity, cost and lack of quality choices when it comes to offering in-plan retirement income solutions, a Greenwald Research study found.

Many Black, Hispanic and Native Americans tend to fall behind due to a lack of financial literacy, mounting debt and few investable assets, according to a new TIAA...

Plan funding improved in most pension measures, despite the bond-market rally.

The pension and investments manager expects de-risking strategies to remain attractive in 2024.

Plan sponsors should consider diversifying their fixed-income allocations in their investment menus, as well as exploring optional SECURE 2.0 provisions, to improve retirement readiness, according to MFS.

Expanding and enhancing retirement plan features is among the top trends based on the company’s 2023 research.

The growing pool of workers 65 and older is affecting how plan sponsors should look at workplaces and benefits in the future.

Delaying the collection of Social Security and using a bridging strategy to fill in the income gap is an effective way to optimize participants’ retirement income, according to...

While many employees reported receiving pay raises in the last year, the majority say their salary is not keeping up with inflation, according to a new Allianz Life...

Retirement Clearinghouse says many participants with balances of $7,000 or less will avoid leakage of savings when changing jobs.