Data and Research

National Institute on Retirement Security research finds pension plans alone often don’t provide retirement income adequacy for state and local government employees.

Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in both bonds and stocks.

Although women live longer than men, many retire earlier than planned and few can save enough reach the income replacement levels as men in retirement.

Plan sponsors should consider providing income guidance and offerings to the 'retirement tier' of participants, according to a new report from DCIIA.

Defined contribution plan participants make fewer changes than they did following the Global Financial Crisis, ICI data finds.  

Pension funds make up the majority of the world’s 100 largest investors, which all grew 9% in 2021, a WTW study shows.

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

Institutional investors are incorporating environmental, social and governance factors into investment decision-making this year at the lowest rate since 2017, Callan data shows.  

Despite WTW data showing broad employer salary increases in the U.S. for 2023, three-quarters of the 1,550 U.S employer respondents report persistent problems recruiting and retaining employees.

A new survey of pre-retirees and retirees shows disparities between levels of concern for men and women.  

Despite savings rates decreasing slightly, 75% of study respondents are not planning to reduce retirement contributions.

An issue brief from Rice University finds state-sponsored retirement plans are still works in progress.

Workers kept their employer-sponsored retirement plans on track in Q3 even as they saw 21% or higher declines in their retirement accounts.

A New Capital Group survey examines the role of language and imagery in communicating with participants. 

ESG is not to be confused with divestment and exclusionary investment strategies, says expert panel.

Economic recession and geopolitical tension ranked as more impactful on next 6 months than pandemic, ESG.

New Prudential Financial data shows a gender gap — in outlooks on work and money and gaps between generations — in the workforce 

In the U.S., the gender wealth gap at retirement mirrors the global average. 

New survey finds that a defined contribution plan is the most important benefit for attracting talent to institutions of higher education, according to plan sponsors.  

Many workers are considering downgrading their health insurance during open enrollment because of high inflation, according to the Nationwide Retirement Institute.