Data and Research

A recent whitepaper describes the funds, widely used for capital preservation, as ‘predictable, flexible and principal-protected.’

Both inflation and softening income growth may threaten middle income households’ financial well-being.

Today’s defined contribution sponsors are pursuing cost reduction strategies and implementing artificial intelligence to support their plans, according to new research from Mercer.

A recent study found 57% of funds have no issues attracting or holding onto skilled staff, reflecting a 20-percentage-point improvement since 2022.

Most of an adviser’s assets under management are controlled by clients who are dealing with either cognitive decline or chronic illness, the Retirement Income Institute reported.

A new Goldman Sachs Asset Management survey and report revealed 42% of workers across generational cohorts say they are living paycheck-to-paycheck.

The Portability Services Network enables small balance 401(k) rollovers for six recordkeepers comprising 63% of the market.

Recruitment and retention benefits are often cited as the reason a company or government continues to provide a pension.

The abandoned accounts now hold more than $2 trillion in assets, according to Capitalize.

Nearly one-quarter of those surveyed by Bank of America considered leaving their employer due to insufficient benefits, up nine percentage points from 2024.

Retirement benefits remained available to the same overall proportion of private industry and state and local government workers as they were a year ago.

The next cohort to retire shared its retirement saving regrets and advice for younger generations in a Cerulli report.

A new Nationwide report underscores how delayed retirements could harm employees and employers alike.

Interest rates, pension plan funding and market conditions remain favorable for pension risk transfers, according to October Three.

While more employees are contributing to and investing assets in health savings accounts, few are using them as retirement savings vehicles.

Defined contribution investments hit $13 trillion, with 401(k) plans reaching $9.3 trillion, ICI data show.

The research aims to dispel and debunk four industry misconceptions.

New research reveals how employers can support and retain some of their top female talent.

A paper from the National Institute on Retirement Security debunked the myth that younger generations’ job-hopping means they are uninterested in defined benefit plans.

An annual study of more than 1,100 employers found satisfaction with advisers is linked to participants’ retirement readiness.