Data and Research

As 529 Savings Plans have become increasingly more flexible there has been growth in assets and account balances, but uptake may be hindered by a lack of understanding...

Implementing dollar caps alongside other plan automation features may help foster more equity in plan design, new Vanguard research shows.

Millions of people aged 55 and above have outstanding student loans, significantly impacting how much they are able to save for retirement, analysis from the New School finds.

New J.P. Morgan research finds that participants experience spending surges and volatility at different points of retirement.

The first quarter of 2024 has already seen two jumbo PRT deals, with Verizon and Shell offloading their pension liabilities.

ICI data shows 15% growth year-over-year to $7.4 trillion, the second highest mark in history.

Plan sponsors are searching for advisers and consultants who are highly knowledgeable about SECURE 2.0 provisions, according to a new UBS survey.

While overall employee financial wellness showed improvement this year, the wellness and retirement confidence gap between men and women remains an issue, according to Bank of America. 

New research from the Georgetown Center for Retirement Initiatives reveals that state auto-IRA policies have a significant impact on labor supply and a modest impact on wages.

New data from the Employee Benefits Research Institute reveals that around half of FSA accountholders forfeited unused funds to their employer in 2022.

For defined contribution plan participants, new research from PGIM and TIAA offers a fresh perspective on the usefulness of a standard withdrawal rule.

Implementing the Saver’s Match may benefit plan sponsors in multiple ways, finds the Collaborative for Equitable Retirement Savings.

Morningstar policy brief analyzes the impact of the Department of Labor Retirement Security Rule. 

As women face a bigger uphill battle when it comes to retirement savings, many expressed support for the return of pension plans and government support for making long-term...

The survey will track the compensation of pension professionals working at public funds.

Workers and retirees expressed more confidence in their wages, but many are still concerned about inflation, emergency savings and having guaranteed income in retirement. 

Callan’s annual defined contribution survey highlights trends from 2023 and forecasts for 2024.

By collecting more personal data beyond just age, recordkeepers have an opportunity to offer personalized target-date funds.

The alarming pay gap between newly drafted basketball players in the WNBA and the NBA provides an opportunity to examine the negative impact of low compensation on building...

The current crop of 65-year-old Boomers, particularly among women and those without higher degrees, will struggle to maintain a working lifestyle, according to the Alliance for Lifetime Income.