Data and Research

The American Academy of Actuaries says a defined benefit plan’s funded ratio should be measured along with investment and contribution strategy, as well as the size of any...

The Fed’s reaction to inflation expectations and the outcome of proposed legislation will affect defined benefit plan sponsors’ actions during the remainder of the year.

More pension risk transfer transactions are likely to be seen within the decade—and by more down-market plans—for a variety of reasons.

Employers have misconceptions about health savings accounts as well, but the right providers can help with education and optimizing the benefit based on employees’ needs.

More than three-quarters of retirement plan specialist advisers selected cybersecurity practices as a top consideration when selecting a recordkeeper, Cerulli Associates research finds.

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...