Data and Research

IFEBP encourages the use of "workplace champions" to steer co-workers to retirement planning and financial wellness education.

The total savings rate for 401(k) savers, which combines individual contributions plus employer contributions, reached a record 12.7% in Q1 2016, according to Fidelity data.

Many people are worried about their jobs and their finances.

On average, retirees are living on $32,000 a year.

J.P. Morgan says both sponsors and participants are missing out on a great opportunity

The decrease in “very satisfied” retirees spans all economic groups, a study finds.

However, employers may not realize how important long-term financial wellness is to younger generations.

Total not-for-profit/governmental DC plan assets are expected to grow at a compound annual growth rate (CAGR) of 7%, according...

Researchers found discussing annuities caused people to think about their death, which may explain why few retirees use annuities.

Although 78% of investors who are currently enrolled in a 401(k) say they have access to a financial call center through their plan, only 15% say they rely...

Education and health care costs and credit card debt are also keeping them awake at night.

Stress about retirement is especially felt among Millennials and Generation X employees, a survey finds.

There’s a disconnect between Millennials’ retirement optimism and the amount they have actually saved.

Older Americans experience higher inflation rates than other consumers, predominantly because of health care.

Stress over money is contributing to distractions in the workplace, as well as health issues.

Nearly half are concerned about finances.

Just telling retirement plan participants to think long-term won’t do much to move the needle on retirement readiness.

HelloWallet found there are very few circumstances in which paying down student loans ahead of schedule leads to a higher net wealth at retirement.

Financial wellness has decreased since 2013, but employees believe they are saving enough for retirement.

Half of retirees expect to grow their non-guaranteed assets over the next decade, while another three in 10 expect to keep their non-guaranteed assets at a constant level,...