Data and Research

Public pension leaders around the world agree that technology will improve participant services and administrative efficiency—though some skepticism remains in the U.S.

401(k) participants invested in equity mutual funds pay less than half the amount of expenses for a retail investor.

Only about one in five retirement savers have increased their contributions in the past year.

The majority are open to automatic enrollment and escalation.

Even the affluent have concerns when planning for retirement, a LIMRA study finds.

Analyses of the cost effectiveness of DB plans ignore pension debt, according to one researcher.

For 80% of Americans, they will rely on Social Security substantially or somewhat.

Among the challenges cited by employers were increased health care benefits costs.

The median savings rate for non-highly compensated employees increased to 5.9%.

Many workers in the U.S. lack confidence in Social Security, yet more than half have done nothing to address personal longevity risk.

Seventy-eight percent of survey respondents who have never worked with a financial professional are worried about running out of money in retirement.

However, many are not taking advantage of financial and investment tools, a Prudential study finds.

Large data set reveals U.S. workers are engaged in their DC plans and are taking their individual responsibility for saving seriously.

As one-third of parents are still shouldering student debt, they are highly motivated to help their children pay for school without relying on loans.

Americans who support an aging parent or an adult child give an average of $12,000 a year to their family members.

Twenty-six percent of 401(k) assets are now in model portfolios and TDFs.

Movement in the effective interest rate decreased pension plan liabilities sharply during the second quarter of 2015.

Asset managers and consultants alike continue to position their businesses for a rise in ESG investing.

Find out how your home state performs in a new set of national retirement readiness rankings.

But average account balances dipped slightly in second quarter, Fidelity says.