Data and Research

New research from the Investment Company Institute found the use of automatic enrollment spreading, employer contributions nearly universal and plan costs continuing a long decline.

8 in 10 Gen Z Northwestern Mutual survey respondents said they are considering high-risk assets because they feel financially behind on their long-term financial goals.

Eligible workers are not making retirement plan contributions due to lack of understanding and awareness, according to Ascensus and PLANSPONSOR.

Morningstar interpreted its data as showing they are not doing it for fear of running out of money.

New data show participants turning to defined contribution plans when in need of money for unexpected expenses.

Holistic weight management programs and direct-to-employer pricing models can mitigate plan sponsors’ spending on weight management medication.

A preview of the company’s 2026 ‘How America Saves’ report revealed the average participant account balance increased by 13% from the end of 2024.

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.