Data and Research

Retirees are prioritizing community and affordability of housing in a post-pandemic economy, according to the survey.

IBM’s $6 billion PRT with Prudential accounted for much of the market’s increase this quarter, according to Legal & General Retirement America.

TIAA, Fidelity and Principal’s participant websites took the top spots based on five categories.

Currently, 8.8 million borrowers are nearing or in retirement and owe $380 billion in student loan debt.

Only 12% of employers in a recent Willis Towers Watson survey reported looking to increase their contributions to defined contribution plans over the next two years.

A new paper using Vanguard data suggests that many participants maintain their contribution rates while paying off 401(k) loans.

More than 2 million Americans have been blocked from enrolling in auto-IRA programs due to failing identity verification, according to the Bipartisan Policy Center.

Backers pitched the idea of a universal kick-starter investment account to help address income inequality, during an Aspen Institute financial security event.

Workers surveyed in a new MissionSquare report expressed a lack of confidence in their employer-sponsored plans, as well as concerns about emergency savings.

Some 80% of companies were spending more than efficient pricing for 401(k) and 403(b) plans, Abernathy Daley 401k Consultants survey finds.

The programs are funded by the Social Security Administration, and applications must be submitted by the end of January 2025.

Adopters of Transamerica’s pooled plan solutions said the arrangement has allowed them to reduce their administrative and fiduciary burden, while also expanding access to savings.

HR decisionmakers and managers tend to misunderstand the financial priorities of Gen Z workers, according to new research from The Standard.

Mercer CFA Institute Global Pension Index again ranks Netherlands as having the best retirement system; focuses more on how to improve retirementoutcomes in defined contribution plans.

Research from Corebridge Financial identifies benefits of preparation and financial planning around open enrollment. 

While working Americans reported improvements in their finances and retirement savings this year, many are still worried that competing priorities will delay their retirement.

IRAs and defined contribution plans drove the growth in assets.

A 2024 T. Rowe Price study of DC plan consultants found that more plans are taking a stance on retirement income, but it is not a top priority...

Concerns about investment performance, inflation, taxes, Social Security and Medicare are top of mind, Wealth Enhancement survey finds.

Despite improvement from last year, J.D. Power found that digital channels are often lacking and urges advisers to improve online experiences.