Data and Research

Delaying the collection of Social Security and using a bridging strategy to fill in the income gap is an effective way to optimize participants’ retirement income, according to...

While many employees reported receiving pay raises in the last year, the majority say their salary is not keeping up with inflation, according to a new Allianz Life...

Retirement Clearinghouse says many participants with balances of $7,000 or less will avoid leakage of savings when changing jobs.

While participation in 401(k) plans dropped in 2022, 403(b) plans saw increased participation rates, according to the Plan Sponsor Council of America’s recent survey.

More hospitals are implementing sign-on bonuses, increasing minimum wage scales and adding attractive benefits in order to retain health care professionals.

According to Wilshire, November saw the largest monthly increase in liability value since it began tracking corporate pension funded status in December 2012.

While Gen Xers expect to need more than $1 million to comfortably retire, the majority of pre-retirees believe they will fall significantly short of this goal, new research...

The CalSavers November participation report shows the state auto-IRA program has accrued nearly $700 million in retirement assets. 

Small firms in Colorado and Oregon launched 401(k) plan offerings after auto-IRA programs were enacted in those states, according to new research.

Empower’s annual report mining data from 5.3 million workplace plan participants shows saver strains amid ‘steady’ deferral rates.

Many corporate pension fund leaders are re-evaluating their liability-driven managers and allocations.

A Defined Contribution Alternatives Association research paper examined the case for plan sponsors to consider private real estate in retirement plans.

Plan sponsors’ satisfaction with meeting their goals has also increased, according to Fidelity Investments’ annual survey.

Despite different perceptions of retirement readiness, both plan sponsors and participants understand the importance of grasping the details of how to generate retirement income.  

An average of three out of four plan sponsors plan to make a decision on in-plan annuity income solutions by the end of next year, per new research...

Despite dealing with the most debt of any current generation, Gen Z and Millennial workers value saving for retirement and are the most likely to use workplace-provided advice...

Higher education plan sponsors cited lower costs and fewer administrative responsibilities as reasons to join a pooled retirement plan solution, now available for 403(b) plans thanks to SECURE...

Plan sponsor communications should emphasize positive behaviors to encourage an ‘optimal’ participant mindset.

While health savings account balances are growing and more people are contributing, employers remain concerned that employees should be educated on their complexities.

The U.S. has an opportunity to create more than $775 billion in additional economic activity per year by investing in policies that support working caregivers, new Department of...