Data & Research

Pooled employer plans with at least $200 million in assets hold nearly double the assets as those in smaller plans,...

As rising health care costs impact retirement savings, EBRI found two-thirds of survey respondents used a health savings account in...

While 63% of women surveyed in September 2025 reported feeling financially secure, fewer than half felt confident about their retirement...

Nearly all respondents to a survey said their defined contribution plan helped them consider long-term needs.

Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.

As their finances become more complex, college students and Millennials alike increasingly see financial strategies as an important part of...

Assets in TDFs with embedded income grew 39% last year, according to Sway Research.

Mergers and acquisitions of RIAs have more than doubled between 2020 and 2025, and nearly three-quarters of last year’s strategic...

Plan assets grew 27-fold while the number of participants increased 8-fold over 2 decades, per NEPC.

A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers.

Two recent reports spell out how rising health care costs are impacting retirees and employers.

iSolved found that 64% of surveyed brokers said AI is enhancing compliance tracking and reporting.

A new report revealed a 13-point gap between women and men in retirement confidence, underscoring how competing financial priorities affect...

Retirement Advisor Council survey respondents shared which plans they think are best suited for private assets investments.

Last year’s mergers and acquisitions of registered investment advisory firms beat the previous record set in 2024 by 27%, according...

More than 60% of surveyed registered voters said they support efforts to expand private market investments for retirement plans, according...

Sales of registered index-linked annuities particularly stood out, increasing yearly totals by 20% since 2024, according to LIMRA.

Almost 70% of eligible executives participated in nonqualified defined contribution plans in 2025, according to the Plan Sponsor Council of...

About 9 out of 10 advisers surveyed by T. Rowe Price who offered advice on charitable donations said they saw...