Data and Research

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.

Research from Morningstar finds that a 3.3% starting withdrawal rate is more sustainable given today’s low bond yields and high stock valuations.

Research shows demand for talent is outstripping supply in some countries and regions, with sectors like hospitality, manufacturing and transportation hit particularly hard.

Improved funded status and a potential interest rate hike ahead signal a time for rebalancing and de-risking for corporate defined benefit plan sponsors.

One-third of employees surveyed by Principal said they are considering a job change or retirement, and among those seeking another job, retirement plan offerings are a top consideration.

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.