Data and Research

Goldman Sachs Asset Management finds a ‘financial vortex’ of challenges in competing financial priorities is preventing participants from saving sufficiently for retirement. 

Corporate pension funding ratio improves to best rate of the year in September despite 2022’s worst month of market losses

The survey demonstrated the degree to which black and Hispanic retirees tend to have less saved for retirement than white retirees, as well as those who are unmarried...

A new WTW survey shows that half of employers are concerned about the increasing costs of providing group health plan coverage for retirees 

Millennials would cash out their retirement plan assets in a market downturn, research shows.

New research from the Pension Research Council shows job rates, marriage and home ownership down for early millennials.

Despite growth for total HSA assets reaching nearly $100 billon, invested assets are still stubbornly sluggish. 

A new Allianz Life Retirement study highlights that BIPOC workers less frequently access financial advice in 2022, while engagements for white workers are steady

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.