Data and Research

A new survey shows only about 26% of retirees can cover severe care needs for at least five years using income, financial assets and informal caregivers.

While many nurses show positive retirement savings behavior, they might be struggling with financial wellness, and employers can help.

Balances, in both cash and investments, were higher in individual accounts than in employer-sponsored accounts, a study found.

One survey reveals they feel least confident about their short-term finances and another says many of them are getting financial help from their parents.

Defined benefit plan sponsors have positive views of the direction interest rates will take and of equity markets, but they remain wary of how a continued pandemic will...

Fees fell for active as well as passive funds in 2020, but investors pay more for sustainable investments than traditional ones, Morningstar has found.

EBRI and ICI research finds the largest net movement toward target-date fund use over the period studied occurred among consistent 401(k) participants ages 40 and older.

Shlomo Benartzi, professor emeritus at the University of California, says giving employees a holistic view of their financial lives helps them effectively allocate income.

A new survey shows there are several reasons employees decide not to contribute to their retirement plans.

Plan sponsors can help address the issue by making sure workers have access to a retirement savings plan and that they’re automatically enrolled in it.

The benefits that employers already offer help employees feel financially secure, but many workers have a strong interest in assistance with building emergency savings, a study finds.

The American Academy of Actuaries says a defined benefit plan’s funded ratio should be measured along with investment and contribution strategy, as well as the size of any...

The Fed’s reaction to inflation expectations and the outcome of proposed legislation will affect defined benefit plan sponsors’ actions during the remainder of the year.

More pension risk transfer transactions are likely to be seen within the decade—and by more down-market plans—for a variety of reasons.

Employers have misconceptions about health savings accounts as well, but the right providers can help with education and optimizing the benefit based on employees’ needs.

More than three-quarters of retirement plan specialist advisers selected cybersecurity practices as a top consideration when selecting a recordkeeper, Cerulli Associates research finds.

Seventy-nine percent of participants said they would be at least somewhat likely to roll over some of their current retirement savings into a guaranteed lifetime income solution.

They are also more open to using new devices to manage financial accounts, including retirement accounts, a survey finds.

Allianz Life says a nuanced approach is necessary to help Black, Indigenous, Hispanic and Asian/Asian American employees achieve their goals.

Studies show employers are offering access to financial products and tools, as well as financial advisers, and many plan to offer student loan debt repayment assistance.