Data and Research

For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement Institute.  

A new report says recession fears are likely driving interest in lifetime income options for workers.

A new Bank of America report reveals a recent downward trend in employees’ retirement confidence and financial wellness.

Retirement plan investors are ‘under a great deal of financial stress,’ and when they turn to their plan’s website or app, they are not finding what they need.

U.S. employees have a more positive view of their overall well-being than employees in Europe, yet report feeling more intimidated by financial matters.

Recent research challenges old findings that fear is a better motivator than encouragement when it comes to plan engagement.

According to EBRI data, there is a stark gap in retirement preparation between married and unmarried women in the U.S.

Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.

Norway takes the top rank from Iceland, while Switzerland remains in second.

A Principal survey of “super savers” shows that a majority have been saving more over the past two years than they did previously.

Pension funding status improved slightly in August, according to Sweta Vaidya, North American head of Solution Design with Insight Investment.

A longer window for workers to opt out of contributing to a retirement plan can harm participation, the research shows.  

U.S. workers are feeling financially stressed because of inflation and want help from their employers to make optimal benefit selections.

Business sentiment has remained steady, and some employers expect to increase retirement benefits for employees.  

The webcast will address challenges many women face in saving for retirement.

Several tailwinds are driving record growth in the pension risk transfer market. 

The use of self-insured group health plans varies around the U.S.

State and local defined benefit pension funds support environmental, social and governance shareholder resolutions at higher rates than do general shareholders, Morningstar research shows.  

Among U.S. parents, 52% say saving for retirement is their top financial goal, Nationwide data show.  

A sizable majority of savers say the pandemic has been ‘highly disruptive’ to the way they manage their finances.