Data and Research

Nearly four in 10 survey respondents planning to work past retirement age say it’s because they like to work.

An analysis of retirement plan contribution rates found that employees that improve their financial wellness score from 4 to 6, on a 10-point scale, could potentially improve their...

Less than four in ten Gen X DC plan participants surveyed believe they will have enough for a comfortable retirement.

People “unsure” about their retirement prospects are much more likely than those “on track” to have calculated how much to save, according to a BlackRock survey.

According to research published in The Financial Analysts Journal, most retirement calculators cheat investors out of at least six years of retirement income by using inefficient drawdown strategies.

A study conducted by Sibson Consulting reports the most recent retirement plan trends in public and private higher education institutions.

Asian Americans are focused on saving for retirement, but that competes with a focus on taking care of extended family.

Institutional asset owners are increasingly skeptical of revenue sharing and are relentlessly pursuing lower fees within defined contribution plan investment menus. 

However, a study finds those who started saving for retirement early and have consistently saved are more confident in their financial future.

Sponsors need to provide apps and tools for both generations.

By comparison, ICI data shows that plans of all sizes pay an average of 1.29% in fees.

People also worry that Social Security will be pulled out from under them.

But even 36% of the highest socioeconomic status households have a retirement gap.

However, 529 plan ownership reaches record high of 41%.

While only 18% of Millennials are confident in their golden years, they are the generation best positioned in terms of retirement savings.

Thirty-nine percent of participants don't know how they work.

Parents are failing to save additional money left over after their children become financially independent, according to a study by the Center for Retirement Research at Boston College.

DC retirement plan participants are also seeking more general financial information on these platforms.

PSCA's survey found a 24% increase from last year in sponsors measuring their participants’ ability to meet retirement income goals.

More than half of Americans in varying age groups are concerned about health care expenses in retirement, according to a survey by financial services firm Edward Jones.