Data & Research

An analysis from October Three also finds certain industries are more drawn to the plan design that is viewed as...

The traditional view is that retirees prefer steady consumption as they age, but research suggests that spending declines as retirement progresses.

New capital markets research from Wilmington Trust assesses a trend seen in the global economy, where the number of job openings far outpaces the number of available workers,...

While surveys find many Americans are not making New Year’s resolutions, those who do are succeeding in making positive financial...

Nonetheless, economic uncertainty and market volatility continue to be top concerns when it comes to business owners achieving their financial goals.

A new survey shows workers’ ability to maintain or regain financial control after a serious, unexpected health event appears difficult—if...

Though the number of older employees leaving the workforce has increased, those who report they are choosing to retire has remained steady.

The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.

Two-thirds of Black and Hispanic respondents to a Society of Actuaries survey said if they are changing or considering changing...

As employers feel increasingly responsible for helping participants with financial wellness, equity compensation is being viewed differently.

With so many Americans having gone through tough times over the past two years, a new study looks at how this has affected their financial well-being and sense...

A new year is starting in less than a month, and with it will come new challenges and opportunities across a changing defined contribution plan landscape.

Older generations are more frequently seeking help with cash and debt management.

With the year winding down, LPL Financial’s chief market strategist reflects on what investors have been grateful for over the past 11 months, from the strong U.S. consumer...

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions...

A survey also found nearly half of employees prefer to have a mix of investments and lifetime income over either traditional pensions or investments alone.

Many companies are focused on attracting talent to prepare for the post-COVID-19 economy, but there is also an urgency to address the needs of their older workers and...

Considering low bond yields and high stock valuations, Morningstar re-examined the traditional 4% withdrawal rule.

Younger employees who have recently left their jobs say they are seeking employers that genuinely care about their well-being, as demonstrated by the benefits and wages they deliver...

Among 160 human resources leaders polled by Willis Towers Watson, only 2% indicate they are having no problems with employee attraction and retention.