Data and Research

Employers are offering help with emergency savings and debt, and employees are asking for more help with the selection of health and other benefits.

A majority of plan sponsors reported no need to review their plans in response to the pandemic, and very few participants have requested emergency withdrawals, according to the...

Experts say in the future, it may not be uncommon for people to work until age 70 or 80, requiring new thoughts about work, as well as finances.

An EBRI and ICI report finds contributions were the top factor increasing balances, more so than benefits paid or investment returns.

An EBRI and Greenwald Research study found 47% of workers reported being extremely or very satisfied with their benefits package.

Its 2020 Global Retirement Index says making retirement opportunities more widely available, as well as plan features such as automatic features, can mitigate the challenges.

A Willis Towers Watson analysis anticipates health expenses will rise in 2021, as most employees deferred care this year to avoid medical settings.

Employer interest in helping employees grows, but workers aren’t reporting better financial security, and more are willing to use financial tools and resources from a third-party instead of...

Retirement savers want help with figuring out tax expenses, knowing when is the best age at which to retire, creating a retirement income stream and knowing how to...

A mere 17% of women say they are very confident they will be able to retire comfortably, according to the Transamerica Center for Retirement Studies.

A quiz reveals Americans lack understanding of retirement income planning risks, and plan sponsors can offer education and use plan design to help.

Understanding the view of these different demographics can help plan sponsors with plan designs and targeted communications.

While loan forgiveness programs are an option, many applications are confusing and difficult to navigate.

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest and most important research project of the year,...

Some of the same people say they plan to work in retirement, and they may have to if they don’t manage their debt.

These opportunities also do not tend to offer benefits.

Many Canadian funds manage assets in-house, redeploy resources to investment teams and focus on liability hedging.

Three-fourths of K-12 educators consider their job risky in terms of exposure to COVID-19, but they are also concerned about the pandemic's impact on their ability to save...