Data and Research

Negative returns for most asset classes caused by COVID-19’s stress on the financial markets caused an estimated 12.2 percentage point drop in Q1 2020.

Many U.S. employees are feeling acute economic pain as a result of the coronavirus pandemic, but the government mandated shutdowns actually allowed them to save a lot more...

Workers’ retirement confidence was not only comparable to last year but was relatively unchanged when EBRI refielded its survey in late March.

Relatively few are taking action to suspend or decrease contributions, and they are prudently relying on providers for guidance, a PLANSPONSOR pulse survey finds.

“If you miss even a handful of big rebound days, you will really damage your long-term returns,” warns Katherine Roy, J.P. Morgan chief retirement strategist.

Low-income workers do not need to save much because Social Security may be adequate, a study suggests.

In a comparison of the average costs of two 401(k) plans with the same total assets, data from the most recent 401k Averages Book showed plans with larger...

The value public-sector employees place on retiree health and pension benefits is worth the effort of finding solutions to keep offering them.

The PLANSPONSOR 2019 DC Survey suggests 403(b) plan sponsors, more so than DC plan sponsors overall, are stepping up to aid employees with these components of financial wellness.

“The industry has realized that by working together on cybersecurity issues, we are stronger than if we remain in our own silos,” says Tim Rouse, SPARK Institute executive...

A look at the setup and features of these plans may offer a clue about how open MEPs sanctioned by the SECURE Act will look.

Only 6.8% receive income through Social Security, a defined benefit (DB) plan and a defined contribution (DC) plan, the NIRS found.

Implementing lessons learned from behavioral finance and measuring plan success by participant retirement readiness can help, according to Brodie Wood, with Voya Financial.

More plan sponsors have a policy for retaining the assets of terminated and retired participants and more are offering decumlation strategies.

However, the deadlines for employers to register stretch out to 2022, so the data could improve over time to approach the success reported at the two-year mark by...

Recent studies find 401(k)s have increased retirement savings gaps among demographic groups, and those in 401(k)s have not met their savings potential, while DB plans offer more equality.

A 2018 decline in unfunded OPEB liabilities is masking an increased risk in not matching unfunded liabilities in future years, the ratings agency says.

The quarterly statement is a proven tool for getting plan participants engaged in their retirement readiness; however, not all providers are including the best information to get participants...

It found cost savings would accrue to plan participants in the form of lower fees and greater investment growth over time, improving retirement security by up to 9%.