Data and Research

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.

They are viewed as less risky than traditional DB plans, easier to manage, easier for employees to understand, and are more popular in certain industries than in others.

Greater support from plan sponsors and lawmakers is needed to bolster individuals’ retirement readiness in the wake of the COVID-19 pandemic’s impact on retirement security.

Job openings are at record highs, fast food and retail outfits are offering hiring bonuses, and large corporations from retail to banking have substantially raised their minimum wages.

Plan sponsors are paying more attention to the value DC specialists bring to the table, including increased attention to plan design review.

Financial actions taken during the pandemic are sticking, and a resolution can turn into a goal that endures for the long term, surveys find.

Defined benefit plan funded status is still up for the year, but there are several factors plan sponsors should consider as they set their risk tolerance for the...

Business owners are more confident in their retirement plans after working with a financial adviser, and many are starting to increase their communications with them.

A new survey shows workers’ ability to maintain or regain financial control after a serious, unexpected health event appears difficult.

Although more workers left the workforce, the pandemic was not associated with a large increase in the share of older workers who report being out of the workforce...

A report, which says their investments have underperformed since the 2008 financial crisis and are costly, suggests officials should switch to purely passive investing.

The pandemic has only made financial issues and stress caused by debt worse for most Black and Hispanic households.

More than one-quarter of employees surveyed by Morgan Stanley at Work said equity compensation helps them meet their long-term goals.

With so many Americans having gone through tough times over the past two years, a new study looks at how this has affected their financial well-being and sense...

From accelerating provider consolidation to the persistent retirement plan coverage gap, there are no shortage of issues for the retirement plan industry to tackle in 2022.

Research shows people of all ages are increasingly turning to financial planners and advisers for help with overall financial wellness as well as retirement planning.

As the retirement plan industry looks ahead to the coming year, financial wellness is increasingly seen as a critical solution to help workers and retirees meet their goals.