Data and Research

An EBRI report finds five policy ideas and assumptions would likely slash retirement savings deficits.   

A higher salary might not be as effective to attract recruits as providing generous benefits, such as larger employer matching contributions in retirement plans, Hub suggests.

An EBRI webinar compared Baby Boomers, Generation Xers and Millennials’ asset ownership, retirement plan access and net worth at the same ages to provide a clear total retirement...

Plan sponsors say they will concentrate on diversity, equity and inclusion improvements in their retirement plans in 2022 and examine how participants are using benefits.

Large and small employers might consider the potential to broaden retirement plan coverage through the benefits of new plan designs that share responsibility with third-party entities, according to...

Its 2021 year in review report says the state-run retirement program has a steady 70% participation rate, and 95% of savers opted into an automatic contribution increase.

Plan sponsors are presented with an opportunity to help women who are feeling off course from their financial and retirement goals get back on track. 

Legislative changes that aimed to increase retirement assets for moderate- and low-income individuals have disproportionally benefited high-income earners, a law professor argues in a recent academic paper. 

A significant number of college-educated Millennials feel student debt has affected their ability to save for retirement and to buy a home.

New research by the National Institute on Retirement Security reaffirms earlier findings on the greater cost savings and efficiencies provided by pensions as compared to defined contribution plans.

Two-thirds of employees surveyed said having access to a financial wellness program would make them more likely to stay with an employer.

Experts predict another good year in 2022.

A panel of retirement researchers examined participant behaviors that can assist with or deter workers from achieving optimal savings outcomes.   

A TIAA survey also found employees are more concerned about day-to-day finances than saving for retirement.

Joseph Gamzon, with Willis Towers Watson, said many sponsors have better positioned their plans through investment allocation and settlement activity since 2008.

A study found pension debt is sustainable in all but five states, and NCPERS says sustainability valuation can be used on local government and individual plans.

Research shows that replacing target-date fund equity allocations with private equity can boost retirement income adequacy for participants who have access to a plan and invest in a...

LIMRA finds increased sales for workplace life, disability and supplemental health products, and that COVID-19 increased employees’ interest in accessing additional voluntary benefits.  

New research evaluates whether a higher default savings rate or a higher match has a greater impact on retirement savings outcomes.  

The more than $12 billion paid represents an increase of $2 billion over the total claim benefits drawn in 2018.