Data and Research

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.

All groups of households experienced an improvement in risk, except middle-age and middle-income households, due in part to more non-mortgage borrowing.

Among the few that are, the majority cited additions or enhancements to plan education and communication programs, investment crediting options and distribution options.

TIAA also discovered that participants with web access are twice as likely to seek out advice as those without web access.

Forty percent plan to increase their deferral rate, up from 24% in 2016.

The damage is worse for younger workers, as their savings time horizon is longer than older workers.

The 2017 Participant Survey from Northern Trust Asset Management also shows today's workers are looking more at outcomes to measure retirement savings and investing success.

A new analysis from Questis takes a striking look back at the recent and not-so-recent development of workplace financial education in the United States; quotes from figures throughout...

Data shows about one-fourth of nonprofit plan sponsors are not aware of what comprises a formal fee policy statement, and half of respondents are unfamiliar with the tenants...

For someone making $90,000 a year, that would jump to $277K, America's Best 401k says.

As laid out by a Finhabits report, very few workers save for retirement unless their employer offers them a retirement plan; as a result, only 30% of small-business...

Data shows that only 20% of people 65 and older were in the workforce in 2016, yet 56% of workers plan to continue to work, at least part-time,...

Perhaps since the first five years of their working lives is the time period respondents to an American Century survey have the most regret about saving for retirement,...