Data and Research

Fidelity’s latest analysis shows people often underestimate the potential cost of health care in retirement, even after two decades of watching health care costs increase year-over-year.

The three professors say their research shows the importance of transparency.

Plan sponsors can respond by simplifying fund menus and providing access to professional help; many are already using managed accounts.

Plus, their confidence in Medicare and Social Security benefits is at an all-time high.

Employers are focusing on ways they can improve outcomes for their participants, including by offering guaranteed lifetime income solutions and helping workers create a retirement income plan.

A boost in funded status and funding relief included in the American Rescue Plan Act have sponsors breathing a sigh of relief.

Over time, 90% of participants who are automatically enrolled in their retirement plan increase their deferral rates, either through automatic escalation or on their own.

Respondents to a survey by MassMutual revealed certain topics they have questions about.

A Devenir report finds more employees are also investing their HSA assets.

Voya finds that HDHPs paired with HSAs are often a more optimal choice for participants than PPOs.

An economic report discusses Baby Boomers’ lack of retirement readiness and how a new framework for income security is needed as more and more people turn 65.

The majority of respondents to a survey by Capital Group also noted they were potentially interested in annuity and lifetime guaranteed income solutions—options that many plan sponsors are...

In addition to personalized advice, this includes easy to understand plan investment menus and investment options.

A new EBRI analysis of data taken from the Federal Reserve’s Survey of Consumer Finances underscores the persistently and perniciously unequal distribution of retirement savings in the United...

Public sector employees do not increase savings in DC plans in response to potentially lowered DB benefits or the inability to participate in Social Security.

Retirement plan recordkeepers are shifting how they see their role in ensuring financial security for participants, and they’re reacting to plan sponsor demand.

Employer-sponsored retirement plans and individual accounts hold some $35 trillion in total assets at a time when the broader economy—and many of its most vulnerable constituents—continues to struggle.

Offering HSAs is only one way to help employees prepare for rising health care costs throughout retirement.

A survey finds nearly three-quarters of Americans don’t know how much they pay in retirement plan fees, while the ‘401k Averages Book’ shows fees continue to come down.

More women are also working in plan administrator roles, according to Morningstar research.