Data and Research

New data published by Wells Fargo suggests the COVID-19 pandemic has driven some workers even further behind their retirement savings milestones, while others continue to voice confidence in...

A worker’s commitment to saving for retirement tends to snowball and build on itself, such that access to both a traditional 401(k) and a stock purchase plan drives...

Plan sponsors using an outsourced chief investment officer have more diversified asset classes and a mix of active and passive investment options in their fund lineups, PGIM research...

The latest information about supplemental executive retirement plans, and insights about plan trends, can be found in the Newport/PLANSPONSOR 2020 Executive Benefit Survey report.

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,...