NQDC Plans Remain Valuable Part of Executive Compensation
More than two-thirds of surveyed benefits decisionmakers said they used nonqualified deferred compensation plans to retain executives, according to NFP.
Data & Research
TDFs with Scheduled Retirement Payouts Up 25% Since 2024
Assets in target-date investments with embedded income features totaled $103 billion on June 30, according to Sway Research.
Self-Directed 401(k) Accounts Grow During Volatile Q2
Charles Schwab found its average self-directed brokerage account balance rose 7.9% during Q2 2025.
Senior Couples Need $388k Saved for Health Care Costs: Milliman
A healthy 65-year-old couple will need $17,000 more in savings for total retirement health care costs than was needed in...
Market Volatility Has Not Slowed 401(k) Growth
Studying 2.7 million workers’ 401(k) accounts, ICI and EBRI found a median balance of 25.9% annualized increase from 2019 to...
Lowest Earners Could Save Big with Federal Retirement Accounts
The Retirement Savings for Americans Act proposes federally run savings accounts that could help the bottom 10% of earners save...
Nearly Half of Gen Z Workers Dip into Retirement Funds, Per Survey
Of the 46% of Generation Z workers who reported withdrawing money from their retirement funds, nearly half did so to...
Turning HSA Owners into Savvier Investors
Health savings account owners were 22% more likely to contribute if they received practical, encouraging messaging from benefits providers, according...
Almost Half of DC Plan Participants Would Invest in Private Assets
A majority of respondents to Schroders’ 2025 U.S. Retirement Survey said that private assets could enhance portfolio diversification.
Most Common Financial Regret? Putting Off Retirement Savings
More than one-third of Baby Boomer and Generation X respondents said their biggest financial regret was waiting too long to...
Can ICHRAs Fill Small Businesses’ Health Coverage Gaps?
A recent survey found nearly 90% of small to mid-sized employers shared concerns over whether they could provide group health...
Social Security Administration Cuts Shutter Two More Retirement Research Centers
Following February executive orders, research centers at the University of Michigan and Baruch College have scaled back operations.
Half of Retirees ‘Terrified’ of Tariffs Draining Savings, per Nationwide
Nearly two-thirds of retirees surveyed said Social Security payments could never keep pace with inflation stemming from tariffs, according to...
First Half of 2025 Set Record for RIA M&A, per Fidelity
Private equity was responsible for 86% of transactions involving registered investment advisers, according to a new report from Fidelity.
Benefits Decisionmakers May Miss Employees’ Top Priorities
While most employers use employee surveys to help inform their selection of benefits, Hub International’s 2025 Workforce Vitality Gap Index...
US Employers Brace for Possible 10% Increase in Health Care Costs in 2026
Employers listed ‘catastrophic’ claims and costly prescription drugs among the main drivers behind pricier coverage, according to a survey from...
‘Risk-Averse’ Investors Face Looming Risk of Low Returns
Cautious investors may be losing out during downturns in the economy, according to a study by Jackson National Life Insurance.
At 90 Years Old, Social Security Counted On by 69% of US Population
According to recently released research by the Transamerica Institute, almost one-third of U.S. adults expect Social Security to be their...
Mental Health Coverage Improves Yet Awareness Lags
Almost 40% of health care plan participants did not know if mental health services were covered in the same way...
Plan Sponsors Shift Focus From Cost-Cutting to Cybersecurity
As cost pressures ease, sponsors are prioritizing data security and embracing artificial intelligence to personalize and future-proof the 401(k) experience.