Data & Research

Vanguard’s annual America Saves report shows an uptick of Roth 401(k) use both in terms of availability and participant use.

The final PLANADVISER In-Depth installment for this quarter reveals the saving outcomes for participants depending on their strategies.

Registered investment adviser headcount and assets hit another record in 2023, according to the Investment Adviser Association and COMPLY.

Gen Z and Millennials are turning to alternatives instead of traditional stock and bond investments.

According to recent research from Cerulli, collective investment trusts are surpassing mutual funds in 401(k) plans; yet, there are still...

DC adviser-sold plans recorded strong sales overall in Q1 2024, according to ISS Market Intelligence.

Principal examined the reasons that 59% of nonparticipating employees assumed they were saving in their retirement plans.

PIMCO’s survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.

Cerulli found that most financial wellness solutions are used at a rate of under 20%, with muddled communication and definition...

Funded status improvement continues for fifth consecutive month, though in contrast to April, strong equity markets bolstered a decline in...

Cost-of-living increases and strengthening economies have driven worker demand for higher wages in the U.S. and across the globe, a...

Coaching seemed to work best for those with the most need—whether due to a strong financial position, or those struggling...

Once aware, 97% agree leaders should strengthen the system for current and future generations.

Participant demand for adviser services is driving demand, according to MFS.

Although Gen Zers are showing a strong start to retirement savings, they still may be too aggressive in their financial...

A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund...

Small business 401(k) plan costs can benefit from fiduciary-grade advice, a practice that will be mandatory via the DOL’s new...

Financial strains are holding back this generation of caregivers, but workplace benefit providers tout potential for employers to help with...

Today’s savers are preparing for retirement differently from their parents and grandparents, Nationwide finds.

Latest participant data also shows that small business employees with access to retirement plans save more than traditional 401(k) participants.