Data and Research

Nearly 60% of surveyed employers told Marsh they planned to make benefits changes next year to help control costs. 

Public sector workers who reduce their hours likely do not know the consequences, a Pew study finds.

Fidelity found 401(k), 403(b) balances grew by 10.5% last quarter, the strongest quarterly growth since Q4 2020.

The recordkeeper found target-date funds and automatic enrollment are key factors in simplifying investment options.

In the backdrop, inflation is expected to cool next year while healthcare costs rise.

A MissionSquare study found public sector employees are less likely to work with financial professionals and more likely to rely on friends and family for guidance.

Research found managed-account users contribute 1.2 to 2.3 percentage points more than non-users across age groups.

Recent projections for 2027 increases range from 9.2% to 11% without plan-design changes.

Employers should design their benefits to meet employees’ pressing needs, according to a new report.

The report presented economic scenarios that could strain Social Security and raise borrowing costs with current national debt conditions.

A Gusto report finds retirement benefits are becoming more common, particularly in states with automatic IRA programs.

Only 18% of participants with health savings accounts invested in assets other than cash in 2024, according to EBRI.

Of surveyed parents saving for retirement, 72% were confident in reaching their retirement savings goals, compared with 54% of adults without kids.

A new white paper suggests plan sponsors can help participants break down barriers between saving and spending.

On the 20th anniversary of the Pension Protection Act, a Sway Research report finds target-date funds have entered a new era.

Barriers to adoption reflect ‘misperceptions and information gaps,’ rather than ‘insurmountable economic realities,’ per a Boston College Center for Retirement Research study.

Most pre-retirees think about how they can generate income in retirement, but many do not act upon their intentions.

The market grew on both asset and account levels last quarter.

In a recent survey, half of plan sponsors said they seek ‘minor’ or ‘moderate’ plan design updates to improve their plan’s impact upon participants.

LIMRA survey shows individual sales make up the vast bulk of the market.