Public Pension Funds Hit 5-Year High Funded Level
NCPERS study finds public plans returned 9.47% in fiscal 2024 and reached 83.1% funded.
Data and Research
Candidly 2024 Data Highlight $1.8B in Student Debt Impact
A report found an increase in first-time retirement plan participation and in employees maximizing employer match benefits.
Lower Managed Account Fees Would Likely Increase Plan Sponsor Adoption
According to a new survey, 70% of plan sponsors would be interested in managed accounts as an opt-in if the fees were 10 basis points or less.
Public Sector Employees Favor Default Investment Offerings
MissionSquare findings emphasize the importance of well-designed default options in securing retirement outcomes.
DC Plan Growth Keeps US Retirement Market as World’s Largest
Global retirement assets reach $58.5 trillion in 2024, according to data from the Thinking Ahead Institute.
529 Tuition Savings Plans Hit Net Inflows of $3.1B at End of 2024
The tax-advantaged accounts continue to grow in assets year over year.
Study Finds Fiduciary ‘Red Flags’ Are Widespread for Corporate Plans
Abernathy Daley 401k Consultants' 5500 review finds that most corporate retirement plans have regulatory or fiduciary violations.
Employees Show Increased Confidence in DC Plans, but Still Face Financial Anxiety
According to multiple research reports, workers have increased their retirement confidence and their focus on building emergency savings, but routine financial stressors still persist.
Workers Eligible for Saver’s Match Likely to See Significant Increases in Retirement Wealth
A new Morningstar report found that the Saver’s Match, if enacted on schedule in 2027, would disproportionately improve the retirement savings of single women, Black and Hispanic workers.
Benefits |
Research Quantifies the Broad Economic Impact of Pension Payments
Public and private sector defined benefit pension fund payments added $224.3 billion in tax revenue to the U.S. economy in 2022, according to the National Institute on Retirement...
Adoption of Optional SECURE 2.0 Provisions Still Slow Going Into 2025
Emergency sidecar accounts and student loan matching have been picked up by few employers, according to a new Alight survey.
ESG Goals Remain in S&P 500 Firms’ Executive Incentive Plans
77% of companies still included at least one ESG metric in 2024, WTW reports.
Pooled Employer Plan Assets Reach $10B, Cerulli Reports
PEPs are gaining traction among 401(k) sponsors across different plan sizes.
Women in Public Service Express Heightened Concerns About Retirement Savings
A new MissionSquare report found that women working in state and local government roles were less likely than their male counterparts to report having personal savings, pensions or...
Election Concerns Boosted November 401(k) Trading
Alight data shows many participants made mistimed flights to fixed income last month.
Benefits |
DC Plans, Social Security Help Strengthen Retirement Security Net, per EBRI Forum
EBRI's Craig Copeland says, particularly for younger workers with long tenures in the DC system, Social Security and retirement plans work together as complementary systems.
Low Financial Literacy Rates Among Young People Indicate Retirement Savings Delays
On average, respondents to a survey by the SPARK Institute said they believe 30 is the proper age to begin saving for retirement.
Plan Sponsors Understand Need for Guaranteed Income, but Lack ‘Annuity Fluency’
Employers not planning to offer an in-plan annuity option cite a lack of understanding as their top barrier for implementing a solution, according to a new survey from...
Cryptocurrency Assets Make Up Small Part of 401(k) Market, GAO Finds
The government watchdog warned that crypto assets have uniquely high volatility and their returns can come with ‘considerable risk.’
State Auto-IRA Challenges Demonstrate Need for Federal Retirement Program, per BPC
A recent paper published by the Bipartisan Policy Center pointed out flaws in auto-IRA programs and argued in support of a federal program for private sector workers who...