Data and Research

Cost-of-living expenses, as well as student loan debt and wages, are primary obstacles to saving for retirement, according to new research.

Other state plans lag behind, but the Golden State’s program continues to welcome more registered employers and participant-funded accounts. 

Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use their accounts as investment vehicles.

Research from the MissionSquare Research Institute shows that with defined benefit pensions not providing enough for full retirement, plan design could help participants save additional funds in defined...

The average cost of health care in retirement is nearly triple what Americans estimate.  

Loans and hardship withdrawals from a retirement savings account are more prevalent among Taft-Hartley plan members, with Gen Xers leading the way.

Generation X women are also the least likely to have a financial plan, according to a Northwestern Mutual study.

Workers from Generation Z say the cohort experiences higher financial stress than other generations, affecting their job performance, according to a Charles Schwab study.

A higher percentage of women are saving for retirement than four years ago, and women are staying the course when there is market volatility, new data shows.

Credit card debt and mortgage debt have become increasingly more common among Americans older than 65, according to the Center for Retirement Research.

Demand for collective investment trusts is growing across retirement plan market segments, according to a survey of defined contribution investment-only asset managers.   

The majority of plan sponsors with the goal of mitigating pension plan risks are looking to fully divest their company’s pension liabilities, according to MetLife. 

Low-income workers can delay retirement, liquidate home equity and utilize a workplace retirement plan to improve their retirement readiness, new Vanguard data reveals. 

Recorded sessions offer the insights and education on plan administration and compliance plan sponsors need to help employees create good financial outcomes.

Despite consistent contributions, participants taking loans or hardship withdrawals are half as likely to use auto-increase plan feature, T. Rowe Price finds.  

Defined contribution capital invested in private real estate and the number of daily valued products available has increased, new data shows.

As increasingly more public sector workers rely on defined contribution plans for their retirement savings, many are struggling to grow their balances, research from EBRI and NAGDCA shows.

Bank of America recommends plan sponsors act to promote greater employee retirement readiness.  

Nearly 75% of student loan borrowers expect that resuming payments will impact their ability to save for retirement, and some say they plan to reduce their contributions, new...

U.S. retirement plan assets increased at a rate of 12% to $10.2 trillion, according to ICI, even as separate Escalent research shows retirement plan participants lack know-how to...