Data and Research

The majority of respondents to a survey by Capital Group also noted they were potentially interested in annuity and lifetime guaranteed income solutions—options that many plan sponsors are...

In addition to personalized advice, this includes easy to understand plan investment menus and investment options.

A new EBRI analysis of data taken from the Federal Reserve’s Survey of Consumer Finances underscores the persistently and perniciously unequal distribution of retirement savings in the United...

Public sector employees do not increase savings in DC plans in response to potentially lowered DB benefits or the inability to participate in Social Security.

Retirement plan recordkeepers are shifting how they see their role in ensuring financial security for participants, and they’re reacting to plan sponsor demand.

Employer-sponsored retirement plans and individual accounts hold some $35 trillion in total assets at a time when the broader economy—and many of its most vulnerable constituents—continues to struggle.

Offering HSAs is only one way to help employees prepare for rising health care costs throughout retirement.

A survey finds nearly three-quarters of Americans don’t know how much they pay in retirement plan fees, while the ‘401k Averages Book’ shows fees continue to come down.

More women are also working in plan administrator roles, according to Morningstar research.

Equity allocations gave some plans a boost, and experts anticipate new legislation will offer relief from expected higher contributions.

Research finds that moving the age for required minimum distributions has little effect on accumulated savings, but participant behavior may change if the goal is to leave assets...

Nearly 70% are most interested in supporting their employees’ immediate financial needs.

Attendees of PLANSPONSOR’s most recent virtual conference heard about how the impacts of COVID-19 call for a new, more robust approach to financial and retirement benefits.

Plan sponsors can use benefit offerings to decrease their staff’s constant struggle with work/life balance and offer transition help to those who insist on retiring.

Providers saw an increase in the use of digital tools, prompting some plan participants to save more.

Data on number of plans, participants and liabilities by nonqualified plan type, and a listing of the largest providers of section 409A plans and section 457 plans.

Offering employees flexible work schedules and access to financial advice are among actions plan sponsors can take to help.

A new study finds participants who blended funds were on track to replace more of their pre-retirement income than those who did not.

Some Americans report having difficulty saving for retirement during the pandemic, but researchers found 401(k) contributions remained steady and mass withdrawals did not occur.

The racial wealth gap underscores a need for financial education and access to advice—something retirement plan sponsors can provide.