Data & Research

NEPC partner and researcher looks back at a decade of defined contribution plan evolution, and oh what a difference a decade has made. 

During the storms of August, Republicans dropped equities like hot potatoes and Millennials turned to a familiar source of comfort. 

Ninety million people have nothing saved.

John Hancock Retirement Plan Services presents the findings of its Financial Stress Study.

Participants in smaller DC plans especially are not getting the same resources as their counterparts in larger plans, according to a survey.

How advisers can help keep participants’ money in their plan.

Advisers weigh in on market volatility, a possible rate hike by the Fed, the increasing rise of robo-advice and the dumb things investors do.

Financial planners and advisers can fill it with good information on how the benefit works.

Many Millennial workers show a healthy focus on paying down debt—student debt especially—but their actions reveal little appreciation for opportunities on both sides of the balance sheet. 

Nine in 10 want investments to align with values.

Younger investors are especially interested in learning more about other products.

The retirement specialist advisory industry is still coming to terms with the opportunities and challenges of servicing 529 college savings plans.

Another 21 million Americans aren’t saving for retirement.

Three factors are critical in selecting retirement investments.

Also, women have more doubts than men about their ability to afford the life they want during retirement.

A new analysis finds that the change in pension wealth from the shift to mostly DC retirement plans is relatively steady.

The downturn has created “post-crash skeptics.”

They also prompt people to save for retirement.

The number of Generation Xers considered affluent is now higher than the number of Baby Boomers. 

One-third of Millennials say student loan debt has either delayed them from saving or kept them from saving as much as they would like.