Data and Research

Increasing healthcare prices and costs tied to chronic conditions contributed to this year’s change, according to a new report.

Schroders found that most believed $1.2 million is the right amount of savings to allow for comfortable retirement.

The longer Congress waits, the more likely it is that fiscal and debt crises will unfold, according to a paper from George Mason University’s Mercatus Center.

Many plan participants expect retirement advice, coaching and even plan investment decisions from employers, according to J.P. Morgan Asset Management.

Physician and outpatient services and prescription coverage pose a significant threat to US fiscal resources, according to Boston College’s Center for Retirement Research.

However, declining asset returns and interest rates could affect defined benefit plans over a longer time horizon, Milliman warned.

Many investors pay down the ‘wrong’ debt first, according to a recent study.

A Cerulli report found that 71% of recordkeepers call the pooled employer plans a major or moderate business priority.

A joint EBRI / FINRA Investor Education Foundation study revealed that, even when controlling for demographic variables, positive relationships persist.

Gen Z’s embrace of Roth IRAs has been clear, but new data suggest the workplace retirement plan could be the next frontier—if employers can overcome decades of inertia.

Voya research finds 89% of surveyed government workers feel ready to retire, but 80% seek investment help.

Employers can provide 401(k) participants with high-quality tools to drive a smoother conversion of savings into resources, according to research from the TIAA Institute and Nuveen.

Higher Medigap and Medicare Part B fees are behind significant costs, according to the Milliman Retiree Health Cost Index.

Consultants predicted four developments could accelerate plan sponsors’ adoption of guaranteed products.

Defined contribution plan participation increased to 86% last year from 65% a quarter century ago, according to the firm’s latest ‘How America Saves’ report.

Report concludes the accounts' benefits are most significant in plans that have lower defaults, no escalation.

A new paper suggests investors focus on the meaning behind a retirement income product selection, instead of comparing the array of products in the market.

88% of plan sponsors said nonqualified deferred compensation plans effectively create long-term financial wellness, according to a survey from PLANSPONSOR and Newport.

The Investment Company Institute looked at the impact of rollovers on US retirement savings.

One-fourth of respondents answered no more than 25% of financial questions correctly, according to the TIAA Institute and Global Financial Literacy Excellence Center.