Data and Research

Some 60% of public employees said they need more support to understand how much to save for retirement, per MissionSquare Research Institute.

Nationwide Retirement hires a divisional sales manager; Manulife John Hancock Investments names a retirement investment consultant; Seyfarth Shaw names new corporate practice leaders; and more.

Plan sponsors see expanded opportunities as 529s evolve beyond education savings.

There are 12 plans reporting a funding ratio greater than 125%, according to Milliman’s 2025 U.S. corporate pension funding study.

The average cost to transfer corporate pension plan liabilities and to purchase an annuity both went up, according to Milliman.

EBRI research found that most Americans are confident about retiring, but 79% of retirees and 71% of workers expressed concern about changes to Social Security.

Market uncertainty has shifted investors toward safer investments, firm says.

Research finds that Generation X, Baby Boomer Americans are stressed about their debt, which impacts their ability to retire.

A new study shows employers express a 40% increase in plan adviser satisfaction after joining a pooled employer plan.

Equity market losses led to falling pension funding ratios last month. 

Many workers do not understand the benefits of delaying their claim of Social Security benefits and ‘full retirement age.’

Devenir data show there are more than 39 million health savings accounts in the U.S.

74% of those surveyed believe anxiety, caused by the current global political and social environment, leads to burnout at work. 

Households with Roth IRAs were found to contribute more to their accounts than were those with traditional IRAs, a new report from the Congressional Research Service found. 

The academics recognized by the Financial Planning Association conducted research about spending trends in retirement and the distinction between financial stress and anxiety.

Survey from FinFit found that workers that have access to and utilize financial tools, make better financial decisions and report feeling more supported by their employers.

At least 59 million U.S. private sector workers lack access to workplace retirement plans, according to Georgetown University’s Center for Retirement Initiatives.

According to LIMRA, 14 carriers reported more than $1 billion in pension risk transfer sales during 2024.

According to a preview of its ‘How America Saves’ report, Vanguard found that average account balances increased in 2024 and participants’ deferral rates are rising.

A recent survey from MFS found that many plan sponsors lack a sense of responsibility for their participants’ retirement goals.