Data and Research

The GAO suggests more flexibility is needed in replacement rate planning tools.

Transamerica takes a look at 16 factors setting women back when it comes to retirement.

More than three quarters (76%) think they won't enjoy the same quality of life as their parents.

A Healthcare Trends Institute report also suggests employers are looking into private exchanges.

Insurance companies reported selling more than 300 separate pension risk transfer contracts under $100 million during 2015.

The Bureau of Labor Statistics looked into why costs are greater for some plans than others.

LIMRA claims its research challenges the idea that retirement saving is “crowded out” by other financial goals.

A research brief looks at efforts states are taking to fill the retirement plan coverage gap for private-sector employers and argues a national auto-IRA program would be more...

Companies underestimate how much help their employees want or need with retirement planning, according to a survey released by BlackRock.

A survey from the International Foundation of Employee Benefit Plans shows that nearly half of plan participants do not understand benefits materials, and most do not even open...

According to academic researchers in personal financial planning, retirement planning tools may lack crucial inputs or subtly push individuals to buy investment products.

Research finds many retirement plan participants use the match as a guide for how much to save in their plans.

From 1998 to 2015, the percentage of Fortune 500 employers offering a traditional, final salary DB plan to most newly hired employees fell from roughly half to 5%.

Only about half of non-retired persons say they are saving enough for a suitable standard of living in retirement.

Fidelity studied the benefit of increasing savings by 1% every five years.

Low equity assets near retirement mean a small number of individuals experience large, unexpected losses, research suggests.

A study sheds light on the effect of employer wellness program incentive designs.

Access to employer-sponsored retirement plans helps them with this commitment.

Employee engagement and workplace happiness can be even more important than finances when predicting an individual’s retirement age.

More than half of plan sponsors agree that the original purpose and current use of DC plans do not match up.