Data and Research

Gen Z is deferring an average of 14% of each paycheck for retirement savings, besting earlier generations.   

Inflation is the top challenge to saving for retirement, according to a new survey from Schwab Retirement Plan Services.

The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused on retirement income or decumulation options for plan...

Answering participants’ sustainable investing questions starts with a framework for helping individuals understand environmental, social and governance investing, a benefits consultant suggests.    

Pandemic-related retirement patterns differed from those seen in previous economic contractions.   

Fixed annuity products propelled growth for the period.

Among large employers that responded to a Mercer survey, 11% offer free employee-only coverage in at least one medical plan option and another 11% are considering it.

State and local governments’ workforce challenges have been worsened by the COVID-19 pandemic and the Great Resignation, a survey shows.

Nearly three-quarters of employees with an employer-sponsored DC plan rely on it as their primary retirement savings vehicle.

Gen Z women surpass the men in accumulated retirement savings with higher account balances on average, says a new report.

In the past year, 54% of employers have reviewed or changed their leave policies, NFP finds 

Investors put heavier weight on retirement income protection than financial professionals.

Rising interest rates and higher discount rates reduced pension liabilities, but volatility continues.

J.P. Morgan’s latest ‘Guide to Retirement’ examines the savings and spending patterns of today’s workers and retirees, and shows clearly that early savers have the best chance of...

The average 401(k) plan account balance for consistent participants rose meaningfully each year between 2010 and 2019, with the exception of a slight decline in 2018, according to...

A new EBRI analysis shows retirees without major financial regrets tend to report substantially higher liquid financial assets, as expected, but there are ways to feel secure beyond...

American Century and TIAA have announced partnerships with top athletes to bring awareness to the investing and income gap many women face.

Dreams of retiring to a warmer place are taking a backseat as participants’ expectations about life after work are tempered by inflation, other challenges.

A new report shows older workers’ wages are rising at the same time that more retired people are returning to work, but the gains are not necessarily sufficient...

According to a new Morningstar survey, institutional asset owners are in broad agreement that environmental, social and governance factors do not harm investment returns.