Data and Research

A research report says health crises, job losses or other life transitions lead retirement plan participants to pull money from their accounts or discontinue contributing.

Most pension plans have diverse communication programs that utilize traditional reports and social media.

Despite their pessimism, Social Security remains a portion of Millennial’s plans for living in retirement.

Among private-industry workers, 66% had access to a retirement plan, but only 75% of this group either chose to or met eligibility requirements to participate, according to BLS...

Seven in 10 LGBTQ Americans say they are behind on saving for retirement.

A change in philosophy is happening quickly and has already materially improved the DC retirement system, according to Catherine Peterson with J.P. Morgan Asset Management.

"Education on topics such as personal budgeting, student loan debt and adjustments to spending habits can help Millennials free up funds for retirement savings," a Cerulli analyst says.

However, employees are not confident in government administration of retirement savings, LIMRA found.

Americans' next biggest financial fears are living paycheck to paycheck and never being able to climb out of debt.

ICI examined newly available data from the IRS and found that 63% of Americans participate in their retirement plan either directly or through their spouse.

The desire to reduce fees is the top reason DC plan sponsors cite for contemplating changes in investment managers and recordkeepers, a study finds.

Sixty-one percent of employers now analyze the percentage of their employees on track to replace 80% or more of their final salary in retirement, up from 44% in...

A significant amount of small businesses lack a retirement plan; however, a new study by LPL Financial suggests certain tax-incentive adjustments could encourage them to change.

Since 2010, an average of 229 new ESOPs have been created each year, the NCEO finds.

Only 33% of women said they are extremely knowledgeable about retirement income planning.

However, today, only 15% of companies offer phased retirement.

Savings level, not age, is the trigger for retirement for wealthy pre-retirees, and very few worry about outliving their assets.

Retirees' perceived quality of life decreases.

The American Enterprise Institute questions the benefit of automatically enrolling low-income workers into state-run IRAs.

Researchers first found that introducing a longevity income annuity into the DC plan investment menu is attractive to the majority of plan participants.