Data and Research

Small U.S. employers trust the financial services sector for its expertise more than government entities when it comes to administering retirement savings programs, a survey found.

Individuals who scored higher on a financial literacy quiz were more likely to save for retirement and more likely to have savings outside of a retirement plan.

A 65-year old couple retiring in 2019 can expect to spend $285,000 in health care and medical expenses throughout retirement, Fidelity estimates, but it says it is possible...

A BlackRock survey shows four in 10 DC plan sponsors say they have changed or added TDFs in the past 12 months.

The Society of Actuaries also found the average plan spends more to fund its unfunded liability than to fund current benefit accruals, and it costs most per current...

Only 33% think they are saving enough for retirement, according to a Primerica survey.

Nearly one-third fear they will outlive their assets, according to LIMRA-SRI.

Researchers’ findings suggest “that an equivalent reform in the United States could generate a sizeable increase in retirement plan participation, primarily among employers with fewer than 500 workers.”

Starting early and managing spending and debt are key to be able to save more.

Seventy-seven percent of Americans think Congress should do more to expand access to retirement plans, while 83% favor making it easier to save for retirement, and 69% think...

The majority of independent workers say they are much more or somewhat more involved in their finances as a result of working independently, a T. Rowe Price survey...

Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.

If one adds annual spending figures, in today’s dollars, if you’re “average,” one can expect costs to be $414,000 over a lifetime.

While start-up plans do offer beneficial provisions for retirement plan participants, PLANSPONSOR’s 2018 Defined Contribution Survey finds not all of them are yet using plan designs and governance...

If they were automatically enrolled into a defined contribution plan, 77% say they would remain in the plan.

J.P. Morgan’s “Corporate Pension Peer Analysis 2018,” says 2018 was the largest asset allocation de-risking year for defined benefit (DB) plans since 2011.

Use of managed accounts, target-date funds, individual advice and automatic placement into a qualified default investment alternative are on the rise, according to the Plan Sponsor Council of...

Over the past decade, overall, there was a higher percentage of withdrawals among people who terminated employment after reaching age 60 than other age groups, Alight Solutions says.

Retirement plan participants tend to select funds placed in the first positions on a list, so rather than ordering the investment menu alphabetically, researchers suggest placing lower-cost or...

Just over four in 10 U.S. households are projected to run short of money in retirement, according to an updated analysis from EBRI.