Data and Research

Younger employees would benefit most from a requirement for employers to offer retirement plans, while older employees would benefit most from providing the option of guaranteed income for...

Researchers found a decline in assumed rates of return due to lower assumed inflation combined with a change in asset allocations, resulting in a higher expected real return,...

Couples retiring in the future could face costs of up to $551,000.

However, the Generation X families associated with disadvantaged groups were the driving force for the lower overall financial indicator results, an Employee Benefits Research Institute (EBRI) issue brief...

Women have lower retirement savings and are saving less, and more women than men report planning to retire later because they'll need to, T. Rowe Price found.

Forty-two percent don’t even know it is possible to keep assets in a plan once one leaves an employer.

Alight Solutions also found improved savings behaviors in its 2019 Universe Benchmarks report. 

Not rolling defined contribution (DC) plan assets into an IRA or another DC plan has a very material impact on retirement deficits, an Employee Benefit Research Institute (EBRI)...

The think tank releases a study report about the relationship between participant behavioral changes and default investment funds.

As individuals are living well past the traditional retirement age, Aegon releases a study highlighting the importance of an employee’s health and how health is discussed in the...

What role are employers playing in helping participants retire?

Among other things, workers with employee ownership experienced layoffs six times less often than those without, and employee turnover can be three times lower in employee-owned companies, according...

Employees of all income levels face distracting financial stress, a survey finds.

A study from the Federal Reserve finds people at different ages have a savings threshold for feeling they are on track for an adequate retirement, and for those...

The Employee Benefit Research Institute (EBRI) says that due to the financial condition of the Medicare program and cutbacks to employment-based retiree health programs, in the future, individuals...

More than half of Americans are disappointed with their overall savings, according to a new Bankrate.com survey, including 27% who wish they had started saving earlier for retirement...

A report from the National Institute on Retirement Security shows spending from retirees that receive income from multiemployer pension plans helps the economy, but that could be affected...

EBRI dives into the spending patterns of older Americans and reveals what could make them outspend their income.

In the decade following the Great Recession of 2008, for participants who remained invested in their 401(k)s, overall, average balances soared 466%.