Wednesday, March 19th, 2025 A topical newsletter from PLANSPONSOR Retirement Plan Data and Research Information and news to share with plan sponsors involving insights gleaned from retirement plan data and research. SPONSORED AD Data and Research State-Facilitated Retirement Plans Near $2B, but Access Gaps Remain At least 59 million U.S. private sector workers lack access to workplace retirement plans, according to Georgetown University’s Center for Retirement Initiatives. Benefits US Corporate Pension Finances Suffered ‘Worst Monthly Loss Since 2022’ Weak markets and rising liabilities resulted in sinking pension funding levels in February. Data and Research Vanguard Sees All-Time High Deferral Rates, Plan Design Improvements in 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. Data and Research Plan Sponsors Lack Confidence in Participants’ Ability to Retire at Ideal Age A recent survey from MFS found that many plan sponsors lack a sense of responsibility for their participants’ retirement goals. Data and Research Lower Managed Account Fees Would Likely Increase Plan Sponsor Adoption 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. Data and Research DC Plan Growth Keeps US Retirement Market as World’s Largest Global retirement assets reach $58.5 trillion in 2024, according to data from the Thinking Ahead Institute. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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