Data and Research | July 8th, 2024 Plan Participants Expect to Work Past Age 65 For plan sponsors, retaining older workers will require greater attention to plan designs that support workers at older ages.
Data and Research | June 25th, 2024 DC Plan Investors Allocating to Cash Because of ‘Fear’ Anxiety could keep investors from participating in equity market gains and growth, Schroders data shows.
Benefits | June 10th, 2024 States Lacking DB Plans Face a Challenge Retaining Workers Alaska and Rhode Island are examining options for public retirement plans, as not having pension plans has made it hard...
Data and Research | June 3rd, 2024 MFS: Sponsors Expect to Reevaluate Investment Lineups The investment reviews will happen as plan sponsors are even less confident than are participants about employees’ ability to retire...
Data and Research | May 15th, 2024 PGIM and TIAA Rethink 4% Withdrawal Rule, Finding Retirees Can Spend More For defined contribution plan participants, new research from PGIM and TIAA offers a fresh perspective on the usefulness of a...
Deals and People | May 10th, 2024 Retirement Industry People Moves Devane named a director at SageView; Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; and more.
Data and Research | May 9th, 2024 Saver’s Match Could Benefit Participants and Sponsors Implementing the Saver’s Match may benefit plan sponsors in multiple ways, finds the Collaborative for Equitable Retirement Savings.
Benefits | April 15th, 2024 Lower-Paid Workers Want Emergency Savings Options Low- and moderate-income workers understand the importance of establishing emergency savings accounts and want options, research finds.
Data and Research | March 15th, 2024 Data Inform Public Sector Employers on How Workers 35 and Under Were Recruited A MissionSquare Research Institute brief explores the sentiments of younger public sector workers by race and ethnicity and explores motivations...
Benefits | February 15th, 2024 DB Plans’ Experience Provides No Playbook for DC Plans to Incorporate Private Equity According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...
Data and Research | February 5th, 2024 PGIM Launches Retirement Confidence Index The dataset provides plan sponsors with information on U.S. workers, controlled for demographic factors, and will be updated quarterly.
Deals and People | January 26th, 2024 Retirement Industry People Moves Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more.
Benefits | January 17th, 2024 Market Strong for Plan Sponsors to De-Risk DB Plans, According to Agilis The pension and investments manager expects de-risking strategies to remain attractive in 2024.
Data and Research | January 11th, 2024 MissionSquare Identifies 5 Key Public Service Workforce Trends for 2024 Expanding and enhancing retirement plan features is among the top trends based on the company’s 2023 research.
Benefits | December 20th, 2023 Plan Progress Webinar Series: Plan Benchmarking Using retirement plan data and a mission statement to define and measure success.
Deals and People | December 8th, 2023 Retirement Industry People Moves Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.
Data and Research | December 6th, 2023 Study Informs DC Plan Fiduciaries of Trends, Outcomes of Private Real Estate Allocation A Defined Contribution Alternatives Association research paper examined the case for plan sponsors to consider private real estate in retirement...
Data and Research | December 5th, 2023 Fidelity: Retirement Plans Have Increased Focus on Recruiting, Retaining Workers Plan sponsors’ satisfaction with meeting their goals has also increased, according to Fidelity Investments’ annual survey.
Data and Research | December 4th, 2023 Plan Sponsors, Participants Want Retirement Income Education Despite different perceptions of retirement readiness, both plan sponsors and participants understand the importance of grasping the details of how...
Administration | October 30th, 2023 CalSavers Sees Retirement Plan Registrant Increase Other state plans lag behind, but the Golden State’s program continues to welcome more registered employers and participant-funded accounts.