Data and Research

Most members of the sandwich generation think they will not be financially prepared when retirement comes.

Retirement savers’ confidence is up, but their employers do not have the same faith.

J.D. Power found that most retirement account website and mobile app users believe security is paramount.

The asset manager’s survey was conducted before the executive order encouraging the inclusion of such investments in defined contribution plans.

Work-life balance, talent attraction and retention are the top reasons corporate plan sponsors are offering flexibility, according to IFEBP.

North America accounted for 47.2% of all assets, with more than half located in the U.S.

'401(k) millionaires’ reached a new peak as savings increased and the market rebounded, increasing balances.

The fiscal 2025 median return was 11.3%, well above most plans' 7% assumed rate of return, Callan reports.

Researchers are considering what kinds of changes to savings and default rates are most effective in improving retirement outcomes.

The Retirement Savings for Americans Act could help some save $126,000 over a 40-year career, according to RAND.

The average amount in these accounts increased 7.9% from Q1, and 8.1% compared to a year ago. 

Median balances saw a 25.9% annualized increase from 2019 through 2023. 

Despite the purported interest, few expect they soon will have access to the alternative investments.  

Nearly two-thirds of retirees surveyed are concerned that their Social Security payments will not keep pace with higher costs spurred by tariffs.

Following February executive orders, research centers at the University of Michigan and Baruch College have scaled back operations. 

The aggregate market value funded percentage for U.S. defined benefit multiemployer plans is estimated at 100% as of June 30, according to Milliman.

Health care cost increases are expected to outpace employers’ forecasts for the second year in a row, according to the Business Group on Health.

Legal & General Retirement America projected $11 billion in pension risk transfer deals through the first six months of 2025, down from $26 billion in H1 2024.

According to Hub International’s 2025 U.S. Workforce Vitality Gap Index, employers may have relied on incomplete data to improve their benefits and total rewards programs.

Focus is shifting to cybersecurity from cost-cutting as demands on spending change.