Data and Research

A report from Aegon discusses retirement planning habits of workers in physically demanding jobs and how plan sponsors can help them be retirement ready.

Seventy-six percent of those who are financially independent think retiring earlier will help them live longer, yet top concerns about retiring early are outliving their money and health...

Those married or partnered are more likely to place a high priority on saving for retirement than single individuals (64% vs. 52%) whose financial priorities are more likely...

The Society of Actuaries says financial wellness programs need to be designed so individuals of different fragility levels can connect to what is useful and important to their...

A survey found more Americans are prioritizing building an emergency savings fund over retirement savings.

The strain of supporting other family members financially is taking a toll, PNC learned in a survey.

Eighty percent of Americans polled by the NIRS think the government should make it easier for employers to offer pensions, and more than half think the government needs...

While total plan costs have declined for most plan sizes, the latest 401k Averages Book continues to show smaller plans pay higher fees than large plans.

In the first three quarters of 2018, only 2.2% of participant stopped contributing to their plans, ICI data shows.

Among other risk areas shared in a new report by Aon are expansion of data into mobile devices and sharing of data with third-party vendors and service providers.

Employer contributions to public pensions fell below certain benchmarks for improving plan funded status, and the Society of Actuaries suggests a couple of reasons this may be so.

While the 2018 PLANSPONSOR DC Survey shows that, in many ways, not-for-profit health care DC plan sponsors have adopted more “best practices” for their plans than those in...

CRR researchers find health shocks play the largest role in causing early retirements, both because people in bad initial health overestimate how long they can work and because...

A new EBRI research report compares the outcomes of participants in automatic enrollment 401(k) plans versus defined benefit (DB) plans; when reducing the rate of return assumptions and...

BlackRock says easy-to-use investment solutions could help alleviate both financial and emotional barriers to saving and investing for the long term that were revealed in its Global Investor...

In addition, a majority of those polled by the Investment Company Institute (ICI) oppose changing key features of DC plans.

A survey found retirees have better financial habits than those who are employed.

Questions about tax rules, 401(k) basics and financial terminology account for about 63% of the questions Dream Forward’s AI chatbox receives.

Not only are three-fourths of Millennial college graduates carrying student loan debt, but a Guardian report notes that, “Baby Boomer parents, in trying to fulfill their children’s dreams...

Long-term 401(k) participation, savings and investing trends have also been positive, due in no small part to automatic plan features, according to a report from Fidelity Investments.