Data and Research

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. 

The EBRI HSA Database also shows very few account holders are investing their savings.

They survey found that a third of U.S. investors do not believe they have the option to retire.

Almost half of U.S. employees surveyed said they would be less likely to leave their job if they felt supported by their employer. 

The rest of the year could be promising for DB plans, depending on the Fed’s stance on interest rates and the effect of the infrastructure bill and the...

The research highlights ways sponsors of multiple retirement plans can benefit from working with just one provider.

… but the prospects may vary, based on education, race and gender, says CRR.

A survey finds a majority of retirees are using RMDs for ‘guidance’ about how to spend down their assets, but experts say this doesn’t support spending trends in...

With more than 3 million public school teachers in the U.S. workforce, public teacher retirement is a broad retirement security issue for Americans, according to the nonprofit group...

An AARP poll taken in Michigan shows bipartisan support for state-operated retirement savings programs for private sector workers.

Experts say analyzing finances and creating a plan will likely help workers with their personal debt.

Virtually all state and local workers are offered a single- and joint-life annuity, while about 40% are offered a period certain annuity and about 30% can select a...

Employers can take steps to alleviate financial concerns for underrepresented employees and make it easier for them to save in a retirement plan.

The agency found 45% of participants are not able to use the information they are given and 41% erroneously believe they don’t pay any fees.

A study finds the programs are substantial resources for Black and Hispanic families and adding them into wealth considerations lowers the racial wealth gap, which researchers say shows...

A Morningstar study found participants are more likely to invest in funds with high DEI or gender equality scores.

Not only does a name change increase the appeal of annuities, but framing them as insurance against running out of money in retirement does even more so.