Data and Research

WTW finds many employers are making improvements to nonqualified plans with a goal of attracting and retaining top talent.

The recordkeeper also found retirement saving balances rebounding with stronger market performance in Q2.

Plan sponsors have increased their focus on delivering expanded benefits and employee financial wellness programs in defined contribution plans, according to JP Morgan Asset Management.

Plan participants born after 2000 raised their retirement contributions and invested in cryptocurrency and non-fungible tokens at higher rates than adjacent age cohorts, according to recent research.

Bank of America participant analysis shows more employees prioritizing short-term expenses over long-term saving.

Although waiting until age 70 earns a retiree more Social Security benefits, many plan to start collecting earlier due to fears of insolvency, Schroders research shows.

Goldman Sachs Ayco analyzed workplace compensation and benefits offerings, with controlling health care costs a particular focus.

The majority of state retirement systems do not provide adequate retirement savings to departing employees, according to data from the Pew Charitable Trusts.

The Conference Board finds that firms with remote work flexibility find it easier to keep their employees than those that don’t.

Workers have continued to prioritize 401(k) saving despite inflation and market volatility, data shows.

High-income households increasingly hold larger retirement account balances than lower income households and are more likely to reap tax perks associated with workplace plans, GAO research shows.

More women than men ages 61 to 65 are interested in securing guaranteed lifetime income sources, presenting an opportunity for retirement plan sponsors and advisers, research shows.   

The U.S. will soon have more 65-year-olds than ever before, but many are unprepared for long-term care costs, new data from Nationwide shows.

Plan sponsors whose workforce has access to Employee Stock Ownership Plans may accrue benefits of reduced worker turnover, research shows.  

Increased market volatility, high inflation, fears of a recession and a lack of retirement income were cited as contributing factors to savers’ low retirement confidence in a new...

American workers are more likely to remain with their current employer if offered an employer-sponsored retirement savings plan and at a higher rate than revealed in October 2022,...

While American Funds experienced inflows several firms saw net outflows from their funds in the quarter, according to Simfund.  

The adoption of state auto-IRA programs has proven to be a catalyst for more companies in those states to offer their own retirement savings accounts, researchers found.

As many in the generation worry they cannot rely on Social Security or a pension for lifetime income, Gen Xers fear their savings will be insufficient in retirement,...

Incorporating insurance into participants’ asset allocation may improve sustainable withdrawal rates by 70% or more, according to research from AllianceBernstein.