Data and Research

New state-facilitated initiatives may boost private sector plans, not crowd them out, a Pew analysis of federal data shows.

Research shows that assets in health savings accounts continue to rise, growing to reach a landmark threshold last year.

Most plan sponsors hope their retirement income solutions provide a paycheck-like experience to participants, T. Rowe Price research found.  

There is an opportunity for asset managers to focus their distribution of retirement income products, as interest in keeping retired participants in plan grows, new Cerulli Associates data...

Millennial and older workers expect it will take greater than $1 million saved in a workplace retirement plan to retire comfortably.

Extreme and age-inappropriate allocations by workers to equities, of either 100% or nothing, have been solved by the Pension Protection Act of 2006 and TDFs, according to Vanguard...

Rising costs have driven an increase in the rate of Americans who worry they might not be able to afford the lifestyle they want in retirement.

Callan’s Defined Contribution Trends Survey revealed that plan sponsors had increased interest in DEI efforts and eliminating fees in 2022.

A Morningstar report reveals the pandemic caused defined contribution plan closings to spike and new plan creation to slow down.  

A survey conducted by Smart found Americans nearing retirement are most concerned about affording health care and the daily cost of living. 

Employees’ long-term job satisfaction has trended downward as the gap between employee and employer perception of well-being yawns wider, MetLife found.

According to a LIMRA study, women who work with a financial professional are more than twice as likely to have a formal written retirement plan as those who...

The U.S. pension risk transfer market grew to $51.8 billion last year, totaling 568 transactions, according to Aon’s recent report.

Industry experts polled for Transamerica research expect a wide range of financial well-being benefits will be common by 2026.

Although plan sponsors and financial professionals foresee some differences, they all expect changes to the retirement industry by 2030.

Retirement experts at EBRI webinar cited research showing the dubious value of non-immediate vesting schedules in a competitive labor market. 

The Fidelity Investments assessment of retirement readiness peaked in 2020 and has since declined, research shows.  

Retirees expressed that guaranteed lifetime income, as well as control and access to their money, are top priorities in a DCIIA research study.

Personal debt, possible cuts to Social Security and rising inflation are concerns for state and local government employees when saving for retirement.

A Vanguard Group research paper quantified employer retirement plan design trends over the last 10 years.