Data & Research

There is a slight uptick in the number of active participants, and the value of plan assets has been trending up, NCEO data shows.

As 66 million Americans retire over the next decade, their assets will shift into income products, and rollovers, with some going toward professional financial planning.

A new report published by the Center for Retirement Research at Boston College offers a historical perspective on retirement plan investment returns by type, dating back to the...

With a positive attitude and optimistic plans for financial health, investors also say finances will be unaffected by a new baby, caring for aging parents and rising interest...

Nearly 15% of large DB plans experienced some type of risk transfer activity during a five-year period.

Today’s informed plan sponsors are now looking for more than payout annuity providers. 

First-time health savings account usage also increased nicely.

Despite financial burdens and other obstacles, Millennials want to use life experiences to pursue financial independence.

Many small 403(b) plan sponsors, especially, are not performing fiduciary responsibilities, a survey finds.

Overall investor optimism is stable, but the retiree outlook is less rosy.

Academics working with the Michigan Retirement Research Center have carefully developed a new retiree spending model showing singles tend to have higher medical spending in retirement vs. their...

Pre-retirees among all financial statuses have fears about health costs in retirement, but they are not having the conversations needed to plan for them.

Using an independent RIA can mean the difference between information on plan fees … and no information whatsoever.

Creditworthiness of the provider and fees topped the list.

Retirement plan experts also expect defaults to move to 6% or higher

The three types of investor persona can help retirement plans boost the knowledge and confidence of their workforce.

Workers experiencing health shocks are significantly more likely to retire early than others, research finds.

Research from Prudential reminds young workers of the impressive power of compound interest in building retirement wealth—and that no risk means no reward. 

Growth in 2014 for U.S.-owned institutional assets was down from 2013, but demand for custom solutions is a significant area for ongoing growth, Cerulli finds.

Plans to retire later may not pan out, and workers may not realize what competing financial priorities they will have in retirement.