Data and Research

Participants need more information about how their plan and investments work, a survey reveals.

Data ties spending habits, more so than income, with propensity to save.

A working paper discusses how the pandemic has affected retirement plans and what needs to be done for the retirement system to emerge stronger.

A potential for changing experiences and a plethora of variables make preparing health benefit plans for next year a difficult task.

However, all but the worst-funded plans will maintain sufficient assets from which to pay benefits, a study finds.

During the first quarter of 2020, most Vanguard investors saw declines in wealth, but over three years, 89% of DC and 76% of retail households had increases in...

Nearly half of the endowments and foundations surveyed indicate an annual loss tolerance of only 5% or less, a figure far exceeded when their portfolios are run through...

More than one-quarter are extremely or very concerned, according to Fidelity.

Important differences suggest that a look at DC plan participant actions during the Great Recession may not offer insight into what they’ll do during this crisis.

Sources say volatility will continue for pensions, and risk remains in equity markets.

Certain actions by DC plan sponsors and participants can keep it that way, a conversation among professionals suggests.

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.