Data & Research

Participants using managed accounts within voluntary enrollment plans contributed 1.2 to 2.3 percentage points more than non-users across all age...

Recent reports credit catastrophic claims, specialty drugs and chronic medical conditions for the heightened figures.

When thinking about acquiring, buyers are considering a firm’s cultural fit, client experience and long-term strategic alignment before making an offer. 

Surveyed parents strongly supported financial education, but say their children are getting less instruction in investing and retirement planning.

More than one-quarter of surveyed Generation Z investors said they used sports betting as part of a long-term investing strategy,...

Succession planning has become a key focus for 62% of executives, but many organizations have yet to align benefits with...

The Conference Board outlines fiscal scenarios that could strain Social Security and raise borrowing costs.

Industries with historically low plan participation rates and hourly employees are seeing particularly large gains in coverage, according to Gusto.

Addition Wealth found that 21% of survey respondents used artificial intelligence for financial decisions, and 14% fully trusted the technology.

According to an Allianz study, 54% of adults without children feel confident about their ability to meet savings goals for...

Only 18% of health savings accounts in 2024 had investments in assets other than cash, according to EBRI.

An IRIC white paper suggests the retirement industry should build ‘behavioral infrastructure’ for decumulation.

Misperceptions, rather than economic hardships, may be behind the lack of coverage, according to the Center for Retirement Research.

Twenty years after the Pension Protection Act popularized target-date funds, a Sway Research report looks at key trends among TDFs.

Nearly all surveyed US adults viewed Social Security as important and 91% wanted Congress to take action to preserve it...

Advisory firms incorporating artificial intelligence in most core workflows reported higher productivity and staff retention, but advisers shared mixed opinions...

Increasingly, financial planners are encouraging clients to start building wealth earlier in life and placing greater emphasis on long-term support...

As advisers’ private capital investments are expected to nearly double in five years, surveyed plan sponsors and participants have mixed...

‘Hidden’ fees may cost participants as much as 1.3 basis points, according to analysis by PensionBee.

Among surveyed employers, 69% reported their employees delaying retirement due to financial uncertainty.