Data and Research

They like the tax advantages, investment opportunities and investor control that 401(k)s and other DC plans offer them, ICI finds.

The campaign is aimed at educating policymakers and the American public about making saving easier for Americans of all ages, helping retirees transform their savings into a lifetime...

The firm's study shows that when individuals view their projected monthly income in retirement, those who take action increase their savings rate by 8% (7.07% to 8.4%), on...

The firm's analysis found participants who also had HSA savings were more retirement ready than those who did not.

“Eighty-six percent of employees say that if their employer improved benefits or added access to an investment plan, it would have a positive impact on them at work,...

Twenty-six percent of workers surveyed by EBRI have decreased contributions to their retirement plan, and 27% have delayed retirement due to increased health care costs.

The most common benefit changes organizations have made or are planning or considering include expanding personal financial planning, increasing 401(k) contributions and increasing or accelerating pension plan contributions.

However, U.S. LGBT workers rank the highest on the Aegon Retirement Readiness Index, compared to workers in eight other nations.

However, at year-end 2015, for example, the ICI says participants in their twenties had 80% of their portfolios invested in equities, while participants in their sixties had 55%...

However, researchers say their outcome could possibly improve, given the fact that they still have a long time horizon to save, the markets could deliver strong returns and...

A survey finds a drop in revenue sharing used to pay plan fees, and that half of DC plan sponsors plan to renegotiate fees with providers in 2018.

Today, just 8.8% of “mega plans” with assets greater than $1 billion utilize a fully bundled structure.

Plan sponsors cite a number of reasons for being unlikely to offer an annuity-type product in the near term; top reasons include the belief that it is unnecessary...

“We’re not suggesting things that take a lot of expense—the strategy uses existing tools plan sponsors have as well as existing capabilities of providers,” Steve Vernon, a research...

A significant number of retirees and pre-retirees report that they feel unprepared to navigate financial shocks and unexpected expenses, according to a survey from the Society of Actuaries.

One-third (34%) of Millennials say they plan to save $200,000 or less to be comfortable in retirement, according to a survey by Aperion Care.

Purchasing Power's Chief Operating Officer Elizabeth Halkos offers predictions for workplace financial benefits in 2018.

The slight decrease in overall mortality during 2016 measured by the Society of Actuaries may seem to run counter to the CDC’s report that life expectancy at birth...

According to an NBER working paper, researchers found it is not just the value of debt for people on the verge of retirement that has increased over time,...

An Alight Solutions survey finds a common disconnect between what workers believe is crucial to financial education, compared to their employers.