Data and Research

Simply put, the strategy prescribes lowering spending following market declines to help preserve the balance of a portfolio, which, ostensibly, stands to benefit from market rebounds, Vanguard says.

Actions detrimental to employees’ long-term financial security have increased 50% since April, and illustrations show the effect of some of those actions on account balances at retirement.

The agency could see a premium income loss of $196 million for the 2019 premium payment year, but certain trade-offs make it hard to tell if the PBGC’s...

This threatens older workers' retirement security, says a report from The New School, in which it makes policy suggestions.

Plan sponsors can address all components needed to help employees feel financially secure in employer financial wellness programs and education.

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.