Data and Research

Rising interest rates and higher discount rates reduced pension liabilities, but volatility continues.

J.P. Morgan’s latest ‘Guide to Retirement’ examines the savings and spending patterns of today’s workers and retirees, and shows clearly that early savers have the best chance of...

The average 401(k) plan account balance for consistent participants rose meaningfully each year between 2010 and 2019, with the exception of a slight decline in 2018, according to...

A new EBRI analysis shows retirees without major financial regrets tend to report substantially higher liquid financial assets, as expected, but there are ways to feel secure beyond...

American Century and TIAA have announced partnerships with top athletes to bring awareness to the investing and income gap many women face.

Dreams of retiring to a warmer place are taking a backseat as participants’ expectations about life after work are tempered by inflation, other challenges.

A new report shows older workers’ wages are rising at the same time that more retired people are returning to work, but the gains are not necessarily sufficient...

According to a new Morningstar survey, institutional asset owners are in broad agreement that environmental, social and governance factors do not harm investment returns.

The Center for Retirement Research has identified five major risks that many U.S. workers will face in retirement; its analysis also shows a disconnection between retirees’ real and...

The ‘Zillennial’ worker generation has grown by more than 5 million over the last five years, and fewer than half plan to stay at a company without a...

More than 63% of new teachers will likely leave the classroom before they reach a decade of service in the same state.

Women are starting to feel more comfortable talking about money, with 53% saying they would find it easier to talk to other women, a new study shows.

Workers preparing for retirement with the assistance of a financial professional feel better-equipped to manage several potential risks to their retirement.

Educators who work with an adviser are nearly twice as receptive to learning about managing finances from social media as their peers who do not.

The EBRI 2022 Retirement Confidence Survey also found LGBTQ Americans carry more debt than non-LGBTQ individuals.

Recent years have presented unprecedented challenges, and many firms are evolving to better address them.

Vanguard's annual report credits measures such as automatic escalation for helping to keep participants saving through COVID-19.

Female government workers save at lower rates than men in workplace defined contribution plans. 

Plan sponsors with dedicated financial advisers usually have better 401(k) plan offerings and participation, according to a survey.

The path to retirement no longer resembles that of older generations; a new study examines what has changed.