Data & Research

Vanguard's annual study examines the rise of automatic plan features and sponsors' growing sense of responsibility for participant outcomes.

Fees and investment lineup are the primary motivators in the decision to keep or replace a recordkeeper.

Current retirees are less stressed about finances and provide examples of additional preparation steps.

Automatic enrollment and automatic asset allocation products are helping 401(k) participants save and diversify.

A rigorous new study out of George Mason University takes a strong positive stance on using lifetime annuities over structured withdrawals.

Ninety-five percent of workers believe financial literacy is important, LIMRA says, but their takeaways can vary.

Over the past five years, packaged portfolios have outperformed adviser-driven portfolios, says new research from Cerulli Associates.

Overly restrictive rules make it difficult for plan sponsors and service providers to distribute plan information electronically, a paper says.

Looking for research-backed insights about retirement plan participant decisionmaking? We’ve got them.

What’s your definition of an optimal plan outcome?

“Think about a moment in your life when someone did something for you to put you on the right path ...” 

The GAO reports that maybe half of near-retirees have no money put aside.

Many retirement plan participants worry about being able to meet their expenses in retirement.

Anyone who has cut their teeth in the retirement benefits space knows perennial change simply comes with the territory.

About 42 million people are unaware they pay fees on their work place retirement plans, research says.

More than half (56%) of retirement plan participants have no strategy for making their money last throughout retirement.

The Allianz “LoveFamilyMoney” study examines patterns among American workers who plan to retire early.

An analysis from Aon Hewitt suggests there’s an opportunity for retirement plan participants to be more proactively involved with their accounts and improve long-term savings.

Income from individual retirement accounts (IRAs) and 401(k)-type plans was being missed in the U.S. Census Bureau’s Current Population Survey (CPS), EBRI says.

Even among those saving for retirement, most have no or limited confidence in their ability to manage their retirement investments.