Data and Research

An EBRI survey found 61% of owners viewed health savings accounts as 'savings accounts.'

While 63% of women surveyed reported feeling financially secure, fewer than half reported being confident about their financial plans for retirement—down from the 2023 edition of Allianz's research.

Data collected for PLANSPONSOR's 2025 Recordkeeping Survey shows that PEPs with at least $200 million in assets hold nearly double the assets as those in smaller plans; and...

Most survey respondents said they were against removing defined contribution plans’ tax advantages.

Plan sponsors have shifted toward offering passive and blended TDFs and terminating managed accounts, NEPC found in a recent survey.

New reports show double-digit employer health plan increases and retirement health care inflation outpacing Social Security.

Regulatory clarity and evolving fund structures are increasing private market exposure in retirement plans, but experts say prudence, process and education must keep pace.

Plan sponsors can de-risk by shrinking liabilities and outsourcing investment management, Aon reported.

According to WTW’s Thinking Ahead Institute, global pension assets grew 9.6% in 2025 to reach $68.3 trillion. 

Participants picking target-date fund investments were 13 percentage points more confident about achieving savings goals than those who did not, Voya data shows.

Berwyn Group CEO John Bikus shares the risks that can arise from incomplete records and suggests best practices to avoid common pitfalls.

Accounts and assets increased throughout the year. 

Three studies highlighted younger employees’ use of long-term savings and concerning economic outlook for retirement.

Per LIMRA, consumer demand, new product development and technological efficiency will keep annual sales greater than $450 billion. 

A new NBER paper recommended participants implement safeguards early.

Allocations within defined contribution plans increased by roughly 2.5% per year over 11 years.

Plan sponsors can help by offering their employees education and advice, according to CAPTRUST.

Loan-takers’ deferral rates fell by only 0.8 percentage points over a 2-year period, according to research from the Pension Research Council.

Better participant engagement could unlock up to $405 billion in industry AUA by 2034, according to research from Accenture.

The chosen individual will ‘research, analyze and evaluate investment opportunities’ in asset classes that include private equity and private credit.