Data and Research

New reports show double-digit employer health plan increases and retirement health care inflation outpacing Social Security.

Regulatory clarity and evolving fund structures are increasing private market exposure in retirement plans, but experts say prudence, process and education must keep pace.

Plan sponsors can de-risk by shrinking liabilities and outsourcing investment management, Aon reported.

According to WTW’s Thinking Ahead Institute, global pension assets grew 9.6% in 2025 to reach $68.3 trillion. 

Participants picking target-date fund investments were 13 percentage points more confident about achieving savings goals than those who did not, Voya data shows.

Berwyn Group CEO John Bikus shares the risks that can arise from incomplete records and suggests best practices to avoid common pitfalls.

Accounts and assets increased throughout the year. 

Three studies highlighted younger employees’ use of long-term savings and concerning economic outlook for retirement.

Per LIMRA, consumer demand, new product development and technological efficiency will keep annual sales greater than $450 billion. 

A new NBER paper recommended participants implement safeguards early.

Allocations within defined contribution plans increased by roughly 2.5% per year over 11 years.

Plan sponsors can help by offering their employees education and advice, according to CAPTRUST.

Loan-takers’ deferral rates fell by only 0.8 percentage points over a 2-year period, according to research from the Pension Research Council.

Better participant engagement could unlock up to $405 billion in industry AUA by 2034, according to research from Accenture.

The chosen individual will ‘research, analyze and evaluate investment opportunities’ in asset classes that include private equity and private credit.

Employer plans are ‘the more expensive way to comply with the law,’ however, according to public policy research.

A sampling of information collected in the 2025 PLANSPONSOR Participant Survey.

Single-premium sales more than tripled in the third quarter of the year.

More than half of households in which a retirement plan participant borrowed from their retirement savings had increased their health expenditures by at least 10% in the same...

Talent attraction and retention are no longer employers’ top strategic priorities, a new Brown & Brown study found.