Data and Research

The Retiree Health Care Cost Estimate shows health expenses for retirees up 4.5% since 2024, making HSAs more important than ever.

The firm’s annual 401(k) plan participant survey found retirement confidence has stagnated amid inflation concerns.

A Thinking Ahead Institute study found that 60% of global defined contribution organizations consider retirement income a top issue.

The firm reported its service increased participants’ saving rates, especially among those who were not on track for retirement.

The five principles aim to help fiduciaries responsibly utilize alternative investments within a defined contribution framework.

The funding ratio of state and local pension plans is projected to have increased slightly since 2023, despite greater stock market growth.

Researchers found the availability and affordability of long-term services and support pose threats to retirement readiness.

The expenses that 401(k) participants incur have declined considerably since 2000, according to the Investment Company Institute.

Cerulli found that UMA and SMA programs are poised for robust growth, as the industry moves toward personalization and consolidation.

J.P. Morgan released a report predicting the pension risk transfer market will boom—but not without incurring new risks of its own.

Auto-enrollment continues to drive strong engagement, but increasing loans and hardship withdrawals indicate growing financial stress.  

The funded status of Milliman’s Pension Funding Index of U.S. corporate pension plans rose to 105.1% in June.

The Department of Labor’s June jobs report and new MissionSquare research indicate that state and local hiring has risen.

The safety net program’s funds are expected to deplete sooner than previously projected, accelerating the personal cost for retirees.

According to Vanguard’s latest ‘How America Saves’ report, a record 45% of 401(k) plan participants increased their saving rates in 2024.

The safety net program’s board of trustees projected that the funds will be exhausted one year sooner than previously expected.

The funded status of the 100 largest corporate defined benefit pension plans increased by $22 billion in May.

Balances still grew despite the increase rate of withdrawals in 2023, the report found.

Carriers showed increased interest in retirement income solutions, innovation and AI implementation, according to a Goldman Sachs Asset Management survey.

Managers are looking at plan design changes or risk transfers, in lieu of walking away.