Data & Research

A new Transamerica survey shows how proactive communication, individualized guidance and user-friendly tools benefit healthcare employees’ financial wellness.

According to Nationwide research, 40% of surveyed investors said they made changes to their retirement portfolio in anticipation of November’s...

New studies show workers desire better benefits and direct economic support to satisfy their financial needs.

Trading activity decreased modestly in the third quarter of 2026 despite mixed market results, according to Alight Solutions’ Third Quarter...

Nearly 90% of companies with de-risking goals are considering a pension risk transfer, according to a MetLife study.

Several recent studies show that although many pre-retirees show interest in income products, far fewer invest in them.

Women are increasingly building wealth through career earnings and prioritizing retirement, yet advisers continue to hold outdated financial assumptions.

Plan costs declined by 23 basis points over the course of 14 years.

Most surveyed adults thought they might need long-term care in the future, but few had prepared for the financial impact.

The study found that financial planning improved spending confidence.

More than half of survey respondents cited running out of money as a top retirement concern, while many worried AI...

Per a new Goldman Sachs survey, employees’ purported long-term financial confidence fails to match actions taken while in distress.

Automatic enrollment boosted participation in small business plans, according to the report.

The Economic Innovation Group found nearly half of private sector workers do not have access to an employer-provided plan.

The asset manager found many surveyed defined contribution plan participants did not understand which asset types counted as private market...

Wealth advisory firms may unintentionally undermine their bottom line as they seek to expand client relationships.

A recent survey found most people poised to inherit in the next decade work with financial professionals, but only 6%...

Most survey respondents (81%) said they are becoming responsible for their full retirement fundings, breaking the three-pillar retirement model.

Researchers say plan fiduciaries should focus on participant outcomes, fees and portfolio construction vs. access to private assets alone.