Data & Research

Research reveals the intersection of borrowers’ cost pressures.

Financial services firm Mesirow argued that widespread incorporation of private assets into defined contribution plan target-date strategies will take time.

According to multiple recent surveys, US respondents are increasingly less confident about being able to achieve their retirement hopes.

Gusto Inc. found states with auto-IRA laws had higher rates of retirement plan adoption, but overall contribution rates remain low.

A preview of ‘How America Saves 2026’ revealed strong plan design and participant behavioral trends drove record savings last year.

In 2025, 401(k) balances increased by more than 11%, and 403(b) balances rose 13%.

Defined contribution plans are taking a few strategies from the pension playbook, according to BlackRock.

Pooled employer plans with at least $200 million in assets hold nearly double the assets as those in smaller plans,...

As rising health care costs impact retirement savings, EBRI found two-thirds of survey respondents used a health savings account in...

While 63% of women surveyed in September 2025 reported feeling financially secure, fewer than half felt confident about their retirement...

Nearly all respondents to a survey said their defined contribution plan helped them consider long-term needs.

Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.

As their finances become more complex, college students and Millennials alike increasingly see financial strategies as an important part of...

Assets in TDFs with embedded income grew 39% last year, according to Sway Research.

Mergers and acquisitions of RIAs have more than doubled between 2020 and 2025, and nearly three-quarters of last year’s strategic...

Plan assets grew 27-fold while the number of participants increased 8-fold over 2 decades, per NEPC.

A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers.

Two recent reports spell out how rising health care costs are impacting retirees and employers.

iSolved found that 64% of surveyed brokers said AI is enhancing compliance tracking and reporting.