Data and Research

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...

In contrast to factors boosting the U.S. ranking, the country also has one of the highest levels of income inequality among developed nations—challenging the retirement planning effort at...

OneAmerica sees tremendous opportunities for holistic financial wellness programs.

Employees could use education about cash management, a survey shows.

Research warns that current retirees had much less control over their own date of retirement than anticipated, implying plans to work beyond the average retirement age are generally...

Cerulli finds that the number of custom institutional multi-asset-class solutions added over the past year “has risen exponentially, even if growth of client assets under management is more...

The report presents a comprehensive package of bipartisan proposals to address inability to access workplace retirement savings plans; plan leakage; and the risk of outliving retirement savings among...

Ninety percent of Millennials and Gen Xers said they would be comfortable talking with their employer about retirement planning.

Worldwide alternative assets exceeded $7.5 trillion as of year-end 2015, Cerulli says. 

By comparison, only one quarter of retirees in all age and income groups have debt.

The optimal asset allocation policy for most retirement savers involves diversifying between traditional pre-tax and Roth after-tax vehicles, research finds.

Research finds that nearly all state retirement systems have features that allow for preservation of retirement income benefits even for employees who change jobs.

However, FINRA’s latest national financial capability study found respondents who currently receive retirement income are the most likely to have no difficulty making ends meet.

Kravitz found a 19% year-over-year increase in new cash balance plans, compared to 2% for new 401(k)s.

Yet, retirement plan sponsors surveyed ranked regulatory compliance below investment volatility and retirement benefit costs as a top plan governance concern.