Data & Research

While 403(b) plan sponsors are continuing to improve upon their plans to create better outcomes for participants, there are still a few areas in which they can improve.

What factors influence plan sponsors' selection of retirement plan providers?

Plan sponsors want more consultation on outcomes and how to accurately measure and improve participants’ retirement readiness, says new research from the Principal Financial Group.

Employees are showing more focus on their overall financial wellness, according to a Financial Finesse report.

Amid the discussion of industry best practices at the 2014 PLANSPONSOR National Conference, the question of the retirement plan investment menu and how it has or should evolve...

Choosing a provider for a plan starts with the request for proposal (RFP), and experts discussed best practices for the process at the PLANSPONSOR National Conference Tuesday.

An investment committee must focus on fiduciary considerations at all times. Care, diligence, prudence and paying reasonable expenses should constantly be invoked by its members.

Other than automatic enrollment in a retirement plan and automatic escalation of employee deferrals into their plans, what are the top strategies for moving the needle on employees’...

When it comes to financial matters, employers should assume procrastination, inertia and a real lack of knowledge from employees, according to Janet Ganong, a financial consultant at the...

The concept of “retirement plan health” means different things for plan sponsors and participants, but well-run plans can meet both sponsor and participant needs.

At the PLANSPONSOR National Conference in Chicago, four leading experts debated the merits of target-date funds (TDFs) versus target-risk funds (TRFs) and managed accounts.

With so much regulatory complexity surrounding defined contribution (DC) retirement plans, it is not unusual for plan sponsors to overlook the more obvious considerations, says BlackRock’s Laraine McKinnon.

Not talking about Social Security could come with a steep cost, says Nationwide in a survey that polled retirees and their experiences with the timing of benefits. 

Non-profit organizations that sponsor 403(b) plans are simplifying investment platforms by streamlining the options available for participants.

The industry faces challenges from several directions, and retirement plan executives discussed ways to address them, such as income replacement, plan design and how to target specific participant...

On the first day of the PLANSPONSOR National Conference (PSNC) in Chicago, current and former PLANSPONSOR of the Year winners and finalists shared how they define success for...

Dallas Salisbury fields a lot of questions about how to define retirement plan success in his role as president and CEO of the Employee Benefits Research Institute (EBRI).

Some of the statistics on 401(k) balances and coverage commonly tossed around are flawed, feels Drew Carrington of Franklin Templeton.

A strong majority of broker/dealer and registered investment adviser (RIA) firms surveyed by Fidelity Institutional see the emergence of digital advice models as a positive industry trend.

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.