Data and Research

At least 59 million U.S. private sector workers lack access to workplace retirement plans, according to Georgetown University’s Center for Retirement Initiatives.

According to LIMRA, 14 carriers reported more than $1 billion in pension risk transfer sales during 2024.

According to a preview of its ‘How America Saves’ report, Vanguard found that average account balances increased in 2024 and participants’ deferral rates are rising.

A recent survey from MFS found that many plan sponsors lack a sense of responsibility for their participants’ retirement goals.

NCPERS study finds public plans returned 9.47% in fiscal 2024 and reached 83.1% funded.

A report found an increase in first-time retirement plan participation and in employees maximizing employer match benefits.

According to a new survey, 70% of plan sponsors would be interested in managed accounts as an opt-in if the fees were 10 basis points or less.

MissionSquare findings emphasize the importance of well-designed default options in securing retirement outcomes.

Global retirement assets reach $58.5 trillion in 2024, according to data from the Thinking Ahead Institute.

The tax-advantaged accounts continue to grow in assets year over year.

Abernathy Daley 401k Consultants' 5500 review finds that most corporate retirement plans have regulatory or fiduciary violations.

According to multiple research reports, workers have increased their retirement confidence and their focus on building emergency savings, but routine financial stressors still persist.

A new Morningstar report found that the Saver’s Match, if enacted on schedule in 2027, would disproportionately improve the retirement savings of single women, Black and Hispanic workers.

Public and private sector defined benefit pension fund payments added $224.3 billion in tax revenue to the U.S. economy in 2022, according to the National Institute on Retirement...

Emergency sidecar accounts and student loan matching have been picked up by few employers, according to a new Alight survey.

77% of companies still included at least one ESG metric in 2024, WTW reports.

PEPs are gaining traction among 401(k) sponsors across different plan sizes.

A new MissionSquare report found that women working in state and local government roles were less likely than their male counterparts to report having personal savings, pensions or...

Alight data shows many participants made mistimed flights to fixed income last month. 

EBRI's Craig Copeland says, particularly for younger workers with long tenures in the DC system, Social Security and retirement plans work together as complementary systems.