Data and Research

As of the end of the second quarter of 2017, four more of the 100 biggest public pension plans crossed the 90% funded status mark.

Over the past year, 18% reduced their savings.

Automatic features are on the rise.

The 2017 estimate of $270,000 in anticipated health care expenses for a retiring couple is 6% greater than last year’s figure and represents a 70% increase since Fidelity’s...

Overall annuity sales for the second quarter of 2017 dropped 10% compared to the same period last year, but fee-based variable annuities saw a slight uptick.

Among the eight states studied that offer employees such a choice, the take-up rate of DB plans was 80% or higher in six of those states.

Cheiron Inc. says the plans, covering 1.3 million workers, are underfunded by $36.4 billion.

Due to getting married later, fewer couples getting married and divorce on the rise, women are spending fewer years married.

They are funded on average 87%.

An effective financial wellness program is not just about financial literacy; it’s about building the employee’s confidence in tackling financial tasks, suggests a study by Mercer. 

According to a study by NCPERS, public pensions are generally cost-effective and pump trillions of dollars into local economies.

However, Bankrate.com found a larger percentage of every age group younger than 63 increased their savings than decreased them.

Paychex found the more revenues a business earned, the more likely it was to offer retirement and health benefits to employees.

Nearly one-third are "panicked" or "very worried" about inflation's negative effects.

Small business continues driving cash balance growth, with 92% of cash balance plans in place at firms with fewer than 100 employees, research from Kravitz finds.

“People are living longer than at any other time in history,” observes Catherine Collinson of Transamerica. “It’s hardly surprising that many workers envision working past age 65 and...

Twenty-eight percent are now making more conservative investments, and 26% no longer invest at all.

Fidelity found that fully 40% of those who managed their own account had a stock allocation in their 401(k) that was higher than recommended, up from 38% in...

A study finds that Americans now need to save more for a comfortable retirement than in the past, and sound education, as well as plan design, can drive...