Data and Research

Workers expect they must accumulate higher savings amounts for retirement, according to a new report.  

Securities, investment and miscellaneous finance tend to support the Democrats, while commercial banks, finance and credit tend to support Republicans.

Across several key workplace metrics, worker satisfaction has declined, in 2022.   

Gen Z and Millennial workers are more likely to consider a broad range of retirement plan investments and want more options. 

The aggregate funded ratio for the 100 largest public pension funds fell to 69.3% in September, Milliman found.

New research from MissionSquare Research Institute examines how the current economic conditions have impacted public service employees and how employers can help.

The U.S. is more unequal than the other countries studied, low income and wealth are associated with higher mortality, and Social Security does a great deal to reduce...

Nationwide Retirement Institute data shows an increase in concerns about inflation for investors in the next 12 months.

Research in the Journal of Retirement argues that most workers in their 20s should wait until middle age before saving for retirement.

Sponsors want to offer guaranteed income solutions, but they are worried about the potential for additional fiduciary risk to the plan, higher costs, and a participant’s inability to...

Most high-net-worth individuals believe they will have enough to retire, but many still have lingering doubts.

Majority of plan sponsors say economic concerns are influencing their de-risking decisions.

Goldman Sachs Asset Management finds a ‘financial vortex’ of challenges in competing financial priorities is preventing participants from saving sufficiently for retirement. 

Corporate pension funding ratio improves to best rate of the year in September despite 2022’s worst month of market losses

The survey demonstrated the degree to which black and Hispanic retirees tend to have less saved for retirement than white retirees, as well as those who are unmarried...

A new WTW survey shows that half of employers are concerned about the increasing costs of providing group health plan coverage for retirees 

Millennials would cash out their retirement plan assets in a market downturn, research shows.

New research from the Pension Research Council shows job rates, marriage and home ownership down for early millennials.

Despite growth for total HSA assets reaching nearly $100 billon, invested assets are still stubbornly sluggish. 

A new Allianz Life Retirement study highlights that BIPOC workers less frequently access financial advice in 2022, while engagements for white workers are steady