Data and Research

The firm’s inaugural ‘How America Retires’ report found retirees in plans offering flexible distribution options are more likely to remain in-plan and less likely to cash out their...

The research arm of the annuity provider asserts that the addition of guaranteed income options would evolve defined contribution plans beyond savings. 

Most admit they do not know much about the fiscal safety net or how it fits into their retirement plans, Allianz found.

One-quarter of low-to-moderate income earners ranked an emergency savings account as one of the most valuable supplemental workplace benefits.

'Our differences make the difference,’ according to Allspring’s 2025 retirement study.

All 4 earned assessments of at least ‘above average’ in spending and long-term-investing use cases.

They are also twice as likely to offer comprehensive employee benefits, an Equitable and SCORE study found.

Immediate eligibility, automatic enrollment and increased deferral rates can help small businesses close the retirement readiness gap, according to Vanguard research. 

Stout’s valuation portfolio shows firms achieved average annual returns of 17.3% over the past four years.

The limits will rise slightly next year, as did the insurance premiums earlier this week.

When given a choice, 59% of investors preferred a low-risk, low-return approach to a riskier approach.

When discussing sensitive life events related to benefits selections, 62% of employees said they strongly prefer human support to AI and digital tools, according to New York Life.

Respondents attributed the decision to wanting quick access to the funds and concern the program will run dry.

Longer lifespans and lower lifetime earnings are among women’s retirement challenges—but they are also poised for record-breaking inheritance.

Significantly more companies are considering introducing benefits in the next 2 years than eliminating them, according to Goldman Sachs Ayco.

The Mercer CFA Institute Global Pension Index again found the Netherlands to have the best retirement system.

Broadening access to defined contribution plans could increase retirement readiness by 19 percentage points, according to the report.

Investors moved away from U.S. large-cap equities and into bonds in the year’s third quarter, particularly in September, according to Alight Solutions.

A recent whitepaper describes the funds, widely used for capital preservation, as ‘predictable, flexible and principal-protected.’

Both inflation and softening income growth may threaten middle income households’ financial well-being.