Data & Research

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies.

NFP’s annual benefits report also found, however, a trend of some employers too often putting that mental health support within...

Pension plans saw improved funding status at the end of 2024, with rising discount rates triggering a decrease in pension...

Trading activity stayed subdued last month, with only two above-normal trading days recorded.

The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by...

Private and public sector defined benefit pension fund payments also added $224.3 billion in tax revenue, according to the National...

Ten percent of respondents cited not seeking professional financial advice as one of their worst habits.

Among S&P 500 firms, 77% still included at least one ESG metric in 2024.

PEPs see growing interest among 401(k) sponsors of various plan asset segments, according to Cerulli.

Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.

New Year’s financial resolutions include building back up emergency savings tapped in 2024, according to Fidelity’s 16th New Year’s survey.

Non-retired women see the responsibility of securing a steady lifetime income being shouldered by individuals, not employers, according to a...

According to analysts, higher equity valuations and lower fixed-income yields caused them to reduce their average safe withdrawal rate from...

Last month saw increased trading activity, with many mistimed flights to fixed income ahead of the U.S. election, according to...

The major defined benefit consultancies all reported improved funded status in November, as strong markets offset liabilities.

Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, according to researchers...

The firm’s Q3 report also found average 401(k) and 403(b) account balances at record levels.

A forecast from ISS Market Intelligence shows overall retail investment assets down in the next five years, but with product...

Struggling to balance debt, retirement savings and family responsibilities, members of Generation X face myriad financial challenges.

A similar 46% say they get minimal to no guidance on decumulation from their employer or 401(k) provider, according to...