Data and Research

Equity market losses led to falling pension funding ratios last month. 

Many workers do not understand the benefits of delaying their claim of Social Security benefits and ‘full retirement age.’

Devenir data show there are more than 39 million health savings accounts in the U.S.

74% of those surveyed believe anxiety, caused by the current global political and social environment, leads to burnout at work. 

Households with Roth IRAs were found to contribute more to their accounts than were those with traditional IRAs, a new report from the Congressional Research Service found. 

The academics recognized by the Financial Planning Association conducted research about spending trends in retirement and the distinction between financial stress and anxiety.

Survey from FinFit found that workers that have access to and utilize financial tools, make better financial decisions and report feeling more supported by their employers.

At least 59 million U.S. private sector workers lack access to workplace retirement plans, according to Georgetown University’s Center for Retirement Initiatives.

According to LIMRA, 14 carriers reported more than $1 billion in pension risk transfer sales during 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.

A recent survey from MFS found that many plan sponsors lack a sense of responsibility for their participants’ retirement goals.

NCPERS study finds public plans returned 9.47% in fiscal 2024 and reached 83.1% funded.

A report found an increase in first-time retirement plan participation and in employees maximizing employer match benefits.

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.

MissionSquare findings emphasize the importance of well-designed default options in securing retirement outcomes.

Global retirement assets reach $58.5 trillion in 2024, according to data from the Thinking Ahead Institute.

The tax-advantaged accounts continue to grow in assets year over year.

Abernathy Daley 401k Consultants' 5500 review finds that most corporate retirement plans have regulatory or fiduciary violations.

According to multiple research reports, workers have increased their retirement confidence and their focus on building emergency savings, but routine financial stressors still persist.

A new Morningstar report found that the Saver’s Match, if enacted on schedule in 2027, would disproportionately improve the retirement savings of single women, Black and Hispanic workers.