Data and Research

For low-income households, having at least $1,000 in emergency savings can prevent them taking hardship withdrawals from their retirement savings, according to new BlackRock research. 

More than 25% of U.S. households think they are on track to maintain their standard of living in retirement, but many are at risk of falling short, according...

The lack of access for private sector workers to a retirement savings plan is likely to cost the federal government more than $1 trillion, study finds.    

Following nine successive Federal Reserve interest rate hikes and inflation hitting a peak of 9.1% in June 2022, U.S. public pensions are ‘building for the long term.’

Debt and lack of access to a pension plan can make it especially difficult for Black and Hispanic Americans to maintain steady income in retirement, researchers find. 

This generation’s outlook on climate change, social injustice and political turmoil can very much affect how young adults feel about their finances and saving for retirement, according to...

PRT sales have broken records yet again, as the market grew another $6.3 billion in the first quarter of this year, according to LIMRA.

Average retirement account balances increased by 5% from last quarter, in positive movements.  

Workers employed in finance and health care industries were responsible for contributing the bulk of defined contribution retirement plan assets under management.

After a poor performance in 2022, defined benefit plans are reporting positive returns so far this year as bond markets rebound, according to Investment Metrics.

401(k) plan sponsors could increase their default escalation increment to 2% to boost employee savings, according to research by Voya.

Low-income women are most at risk financially, and nearly two-thirds said they are not confident they have the information they need to plan and save for retirement, two...

While some companies have disclosed low intended contributions to their pension plans this year, some analysts expect a reversal in 2024.

A defined contribution industry survey finds lasting financial effects to retirement plan participants.

Despite the markets dragging down retirement account balances, a snapshot of early-2023 activity shows workers still saving.

Mercer data showed employers fell just short of salary increase goals set in December. 

The first quarter of 2023 in the defined contribution market saw an uptick in lawsuits, many legislative and regulatory changes and a dip in retirement confidence, speakers on...

An annual American Century Investments survey revealed a major increase in acceptance and expectation of employers pushing employees to save more.

Many plan sponsors have yet to consider retirement income solutions and are hesitant about offering alternative investments.

LIMRA reports that retail annuities are booming, even as new research from PGIM shows that 34% of plan sponsors are considering adding them in retirement plans.