Data and Research

Millennials, for example, are more bullish about the market, but less confident about their own retirement prospects.

A study shows that employees in high-deductible health plans are foregoing care because of the cost, and this could result in more catastrophic and disability claims.

However, only 37% of survey respondents have used mobile apps to access their investment accounts, which indicates, PNC says, that firms could do more to promote these resources.

Future retirees will need upwards of $400,000 to make up for the pension income shortfall, IRI says.

An NEPC survey finds 82% of DC plans have re-contracted their recordkeeping fees since 2013.

Two recent provider reports make for interesting and informative reading about the outlook of Millennial workers. 

More than half of caregiving Millennial women saved extra money for retirement to make up for leaves from work—significantly more than the older generations, research finds.

Vanguard researchers recommend retirees build a balanced, diversified investment portfolio that focuses on total return rather than income.

Even though Americans are looking at record high student loan debt, graduates may be compensating through means other than cutting retirement saving, according to new research.

The firm reflects on how advances of the PPA can be further strengthened.

They are also more willing to take investment risk, a survey finds.

Research finds DC plan sponsors are hesitant to offer retirement income solutions in their plans.

Most government DC plans (85%) use target-date funds, and 69% offer financial wellness services.

TIAA says annuities could make up for savers’ false expectations about their retirement readiness.

Thirty-five percent of Americans have not talked to anyone about retirement, and only 37% define financial planning as a strategy to “…allow me to live comfortably when I...

Latest research from Fidelity Investments reports a rising amount of employees are citing company stock as their favorite benefit.

Americans are overwhelmed by financial stress,  and plan sponsors and advisers can help reduce it.

Less than half of Americans have crunched the numbers to gauge their retirement readiness, a survey finds.

A new study reported that small business owners are rethinking 401(k) plans in hopes to attract and maintain employees.

More than one-third of 401(k) plan participants are under 40, most receive plan contributions from their employers, and equities figure prominently in 401(k) plans, says a new report...