401(k) Trading in October Muted; Hints of Activity from Sales of Company Stock
Activity was concentrated in a small number of plans, according to Alight.
Data & Research
Health Benefits Research Nonprofit Joins EBRI
The Health Enhancement Research Organization and Employee Benefit Research Institute are combining staff, research and benchmarking tools.
Open Enrollment Can Be a Key Engagement Opportunity
Benefits elections give advisers and employers a chance to educate workers about financial wellness programs, retirement plans and other strategies...
BlackRock: High-Growth Advisers Expand Their Reach Within Existing Relationships
Top-performing retirement plan advisers are more likely to pursue participant wealth opportunities, retirement-income consulting and customized plan solutions, according to...
Retirees More Likely to Stay in DC Plans Providing Flexible Withdrawal Features
Vanguard found that access to advice was among the features leading retirees to keep assets in employer-sponsored retirement plans.
By the Numbers: Managed Account Availability
Most surveyed recordkeepers can accommodate managed accounts, but there is a wide range of adoption and availability of providers.
Americans Score Low on Care, Home, Health Portions of Longevity Preparedness Index
While US adults are living longer, they generally lack the long-term planning required for such lifespans, according to a study...
Insurers Find In-Plan Annuities More Appealing in Current Market, per Goldman Sachs
The survey finds 15% of insurers expect in-plan annuity adoption to be a major industry trend over the next three...
Capital Group Argues TDFs Can Be a Retirement-Income Solution
A new research paper says withdrawal-rate frameworks can help support sustainable retirement income without relying on guaranteed-income products.
As Workers Place More Value on 401(k)s, Sponsors Turn to Advisers for Education
Defined contribution plans tied with healthcare coverage as the benefits plan sponsors said employees value most.
New Milestone: Majority of HSA Assets Invested
Health savings accounts held nearly $192 billion at mid-year, according to data from Devenir.
Healthcare Employers Prioritize Personalized Advice, Use of Financial Professionals
A new Transamerica survey shows how proactive communication, individualized guidance and user-friendly tools benefit healthcare employees’ financial wellness.
How Investors and Their Advisers Are Preparing for Midterm Elections
According to Nationwide research, 40% of surveyed investors said they made changes to their retirement portfolio in anticipation of November’s...
Economic Worries Push Employees to ‘Rethink, Redesign’ Retirement
New studies show workers desire better benefits and direct economic support to satisfy their financial needs.
401(k) Trading Slows in September and in Q3, per Alight
Trading activity decreased modestly in the third quarter of 2026 despite mixed market results, according to Alight Solutions’ Third Quarter...
Terminations, Buyouts Top DB Sponsors’ De-Risking Strategy Choices
Nearly 90% of companies with de-risking goals are considering a pension risk transfer, according to a MetLife study.
Pre-Retirees Concerned About Retirement Income but Confused by Income Products
Several recent studies show that although many pre-retirees show interest in income products, far fewer invest in them.
Advisers Underestimate High-Net-Worth Women’s Wealth Priorities, per BlackRock
Women are increasingly building wealth through career earnings and prioritizing retirement, yet advisers continue to hold outdated financial assumptions.
Employer Contributions to ERISA 403(b) Plans Grew 2.5 Times From 2009 to 2023
Plan costs declined by 23 basis points over the course of 14 years.
Long-Term Care at Home Preferred by Most Adults, but Few Make Financial Plans
Most surveyed adults thought they might need long-term care in the future, but few had prepared for the financial impact.