Data and Research
401(k) Plans Cautious About Adding Guaranteed Income Products
Plan Sponsors Must Judge Fees Independently
Advisers and providers will help defend against fee challenges, but it is important to point out that the providers’ obligation is actually to make disclosures, not warrant that...
Study Reveals Behaviors to Increase Retirement Confidence
403(b) Plan Fees Mostly In Line With Other DC Plan Fees
Long-Term Return Assumptions Reduced Again for 2017
J.P. Morgan suggests ways retirement plan sponsors can help participants improve outcomes in a low-return environment.
Rising Interest Rates Improve Retirement Income Prospects
Most Public Pensions Saw Major Reforms Following Great Recession
In the wake of the financial crisis of 2008, public pension plans made several reforms including benefit cuts, and increases in the age and tenure required to claim...
Great Recession Effect on Near-Retirees Modest
Managing Investment Fees Among Plan Sponsors' Top Concerns
Retirement Savings Drive Shift in Capital Distribution
A new analysis by several well-known economists warns of severe economic consequences related to income inequality; but there are also positive findings about capital distribution and retirement savings.
Employees Would Welcome Student Loan Repayment Benefits
Student Loan Debt Following Some into Retirement
Family Should Be Included in Retirement Planning
Plan Designs Change, But DC Commitment Remains Strong
Policy Proposals Could Help Hispanic Workers’ Retirement Outcomes
401(k) Eligibility Nearly Universal
Retirement Confidence Recovering from Great Recession
Saving More a Top Financial Goal in 2017
Retirement Savings May Take a Back Seat in 2017
Major anxiety over lack of savings, and other financial obligations may take precedent over retirement savings, a survey suggests.