Data and Research

An ICI survey also found defined contribution plan participants want to maintain control of their investments. Fortunately, most plans offer guardrails for those that would harm themselves by...

While making more progress on retirement readiness, women still value professional help to reach their financial goals.  

Discount rate and equity market volatility is expected to continue.

J.P. Morgan’s latest Guide to Retirement publication predicts many people, if they can retire in the traditional age range of 62 to 65, can expect to enjoy a...

Saving for emergencies in addition to saving for retirement is important, and plan sponsors should recognize that many employees still like to speak to an actual person about...

Nonprofit investors are turning to alternative investments to help boost performance, as they expect traditional investments to produce lower returns in the next 10 years, according to a...

Reframing savings rates to pennies over percentages has proved useful in theory to boost participation and has shown success when put into practice.

Retirement plan sponsors shared in a survey the steps they have taken, or plan to take, to reduce plan leakage and retain retiree assets in the plan.

Employers should provide financial wellness programs that continuously engage employees, as employee stress has increased, especially among younger generations dealing with student loan debt.

The majority of plans are at least 80% funded, and even those in critical and declining status are expected to see improvement with the Special Financial Assistance approved...

Public funds bested corporate funds thanks to higher equity allocations.

A new survey finds the continued growth of plan assets in target-date funds may be reducing the importance of the core menu.

The American Academy of Actuaries gives clarifying insight on recent life expectancy data released by the CDC.

Whether plans saw a slight increase or decrease depended on their lifecycle stage and allocation to equities.

Seven in 10 Americans surveyed say they want to work with a financial adviser.

Research suggests that keeping retirement plan savings in tax-advantaged accounts, using auto-portability, can help to close the wealth gap.

EBRI cites studies that show enrollment in HSA-eligible health plans has slowed and is now decreasing.  

Research suggests written plans might especially help low- to moderate-income employees save more.

Most feel confident in their ability to access their stock plan account, but many would like more education about maximizing their benefit.

Participants in ESOPs were able to accrue larger balances than their non-ESOP counterparts, research found.