Data and Research

Nearly half of the respondents to a LendingTree survey said they are living paycheck-to-paycheck.

Average balances increased in the fourth quarter, according to the Charles Schwab report on employees invested in the Schwab Personal Choice Retirement Account.  

Vanguard Group research showed that individuals intending to pursue such a plan in retirement must understand the risks involved.

A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income options to workers.

The pension fund lost $6.5 billion in asset value over the last year, ending a three-year streak of double-digit gains. 

Asset flows data for early this year shows institutional investors bucking 2022 trends. 

But performance for defined benefit plans did rebound in Q4, according to a new report.

Investment fees paid by retirement plan participants continued to trend down, in 2022. 

Fidelity data shows that 74% of workers globally cite cost of living and inflation as sources of stress.

The investing and retirement plan consultant firm is hiring to support growth trajectory, according to the co-founder and CEO.

Vanguard research on participant’s retirement distribution decisions in defined contribution plans over time revealed the emerging trend.

The decline for pension assets was the largest since the financial crisis of 2008, new data shows.  

Target-date funds invested passively extended an asset winning streak over their active-suite counterparts, new research found.

Confidence among pre-retirees that they will receive enough income from all their accumulated retirement sources to cover basic living expenses throughout retirement has dropped in four of the...

The research also shows that LGBTQ workers in higher income levels feel they have diminished access to workplace benefits. 

Despite economic challenges, plan participants were resilient saving for retirement, Vanguard Group data shows.  

Overall funded status rose 3 percentage points to 77.8% on private equity, real estate returns.

State and local government employers can bolster the retirement and overall financial security of workers with expanded access to emergency savings benefits.  

A Franklin Templeton Investments study found that although the U.S. economy has not contracted yet, workers feel elevated financial stress and anxiety.    

A new Vestwell research report details emerging retirement trends for employers and workers.