Data & Research

A strong job market and wage growth helps extend forecast for both funds when compared to last year.

Alight’s 401(k) index found participant’s gravitating toward bonds.

The BLS’ most recent data reports 67% of private workers have access to a defined contribution plan and 15% can...

BrightPlan finds employees, especially Gen Z, are anxious about their financial situation as employers seek solutions.

Wage growth may be helping people feel more confident in retirement savings, but guaranteed income in retirement is still a...

Callan’s annual DC survey identifies trends from 2023 and forecasts for ’24.

Aging Americans need guidance on some often-unexplored retirement challenges, Hearts & Wallets finds.

Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.

Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market...

Americans’ understanding of retirement-related topics has remained relatively flat since 2017, according to an annual study conducted by TIAA and...

Pre-retirees expect greater retirement hurdles than their predecessors, according to Nationwide.

New research from Nuveen shows a persistently strong labor market means benefits such as 401(k) plans matter to combatting workplace...

Boomers who will turn 65 between 2024 and 2030 are not set up to maintain their current lifestyle, according to...

New Ameriprise research finds couples share trust and values around retirement goals, but often fail to follow through on planning.

Strong equity markets and stable interest rates have contributed to boosting funding surpluses. 

Allianz Life, Equitable and MassMutual all report persistent financial stress on Americans due to inflation.   

Morningstar researchers delve into the promise, and difficulties, of target-date series investment options with annuities.

J.D. Power finds self-directed investors’ satisfaction is almost flat year-over-year despite robust markets; Fidelity, TD Ameritrade and Vanguard top satisfaction...

Northwestern Mutual finds Americans now target $1.46 million for retirement, while a separate Lincoln Financial study shows inflation as consumers’...

The Broadridge Fund Brand 50 report shows the influence of brand on third-party fund selection.