Data and Research

A survey conducted by Smart found Americans nearing retirement are most concerned about affording health care and the daily cost of living. 

Employees’ long-term job satisfaction has trended downward as the gap between employee and employer perception of well-being yawns wider, MetLife found.

According to a LIMRA study, women who work with a financial professional are more than twice as likely to have a formal written retirement plan as those who...

The U.S. pension risk transfer market grew to $51.8 billion last year, totaling 568 transactions, according to Aon’s recent report.

Industry experts polled for Transamerica research expect a wide range of financial well-being benefits will be common by 2026.

Although plan sponsors and financial professionals foresee some differences, they all expect changes to the retirement industry by 2030.

Retirement experts at EBRI webinar cited research showing the dubious value of non-immediate vesting schedules in a competitive labor market. 

The Fidelity Investments assessment of retirement readiness peaked in 2020 and has since declined, research shows.  

Retirees expressed that guaranteed lifetime income, as well as control and access to their money, are top priorities in a DCIIA research study.

Personal debt, possible cuts to Social Security and rising inflation are concerns for state and local government employees when saving for retirement.

A Vanguard Group research paper quantified employer retirement plan design trends over the last 10 years. 

Nearly half of the respondents to a LendingTree survey said they are living paycheck-to-paycheck.

Average balances increased in the fourth quarter, according to the Charles Schwab report on employees invested in the Schwab Personal Choice Retirement Account.  

Vanguard Group research showed that individuals intending to pursue such a plan in retirement must understand the risks involved.

A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income options to workers.

The pension fund lost $6.5 billion in asset value over the last year, ending a three-year streak of double-digit gains. 

Asset flows data for early this year shows institutional investors bucking 2022 trends. 

But performance for defined benefit plans did rebound in Q4, according to a new report.

Investment fees paid by retirement plan participants continued to trend down, in 2022. 

Fidelity data shows that 74% of workers globally cite cost of living and inflation as sources of stress.