Data and Research

Couples retiring in 2016 can expect to spend $260,000 on health care in addition to long-term health coverage in retirement, according to research by Fidelity.  

The majority of participants are confident their savings via DC plans will be sufficient to last throughout retirement, a LIMRA SRI survey finds—but it’s a fairly weak majority.

However, the average deferral rate for the plans that T. Rowe Price administers is 7%, well below the recommended 15%.

Participants surveyed supported auto enrollment, re-enrollment and auto deferral escalation.

A research report identifies potential strategies for setting up retirement income solutions in DC plans and considerations for plan sponsors and advisers.

A white paper suggests not only that DC plan participants increase their savings rate, but that investment options should be adjusted to address potential lower stock and bond...

Only 8% of workers surveyed selected retirement security as a top concern going into this year’s election.

However, a study from Principal found Millennials are more open to having financial conversations and using online tools.

More parents said they had money saved for their children’s college education than for their retirement, according to a new analysis of T. Rowe Price Survey data.

While some multiemployer plans are in poor shape financially, many more are doing just fine, according to an analysis from Segal Consulting. 

Of this group, only 50% has started saving for retirement.

Fidelity’s latest retirement analysis reveals its customers have increased their 401(k) balances on average and its...

Only two-thirds of private-industry workers have access to employer-sponsored retirement plans, the Bureau of Labor Statistics reports.

Of those offering lifetime income solutions to participants, the majority prefer systematic withdrawals and education rather than guaranteed insurance-backed products.

Research from Vanguard suggests the discussion needs to shift to spending rather than withdrawal rates from financial accounts, in order to effectively measure the sustainability of savings in...

OneAmerica claims its findings show targeted communications are more effective to help participants get retirement ready.

"The DOL fiduciary rule impacts all qualified assets and will likely have a major impact on the rollover market," says Matthew Drinkwater with LIMRA.

In an effort to improve the usage of TDFs, plan sponsors are beginning to assess both the number and quality of the funds they offer, SEI finds.

Plan sponsors are beginning to worry that their workers won't be able to retire in a timely fashion.

Regulations allowing public DBs to base their liability discount rates on the assumed expected rate of return on their assets encourage investments in public equity, alternative assets and...