Data and Research

February 13, 2017

Case Study Shows Value of Re-Enrollment

One year after a re-enrollment, the ‘stick’ rate of investment in the default fund remains high, even when some participants partially opted-out, Vanguard found.

February 09, 2017

Immediate Annuities Pair With Social Security

A large majority of households that are currently receiving a Social Security benefit already get at least three-quarters of their income in the form of annuities, from Social Security, employer-provided pensions, and other annuity contracts.

January 30, 2017

Employer Benefits Can Play Key Role in Decision to Retire

Retirees who based their retirement decision on eligibility for employer benefits or other employer incentives seemed to be enjoying retirement more than retirees with other motivations, and they were less likely to regret their decision to retire, a survey found.