Data & Research

“More robust programs—which go beyond just education—tend to cost more for plan sponsors. But, they include features such as on-site support, account aggregation, budget tracking and goal setting,”...

A large number of Boomers lack any kind of planning for retirement, and most have not set a retirement goal, IRI research found.

Approximately half of the participants surveyed by MassMutual had calculated how much savings they need to retire, with about one-third actually creating a formal plan. However, there were...

Eighty-nine percent of small employers surveyed said they have a high level of trust in retirement plan providers, compared to 53% for state governments.

A large majority of those who answer questions on a financial quiz correctly are more likely to save for retirement.

While Fidelity’s estimate is for a couple retiring in 2019, the firm says it’s also a call-to-action to younger generations.

One of the ironies of surveys of U.S. workers’ retirement confidence is that improved economic conditions allow people to look towards the future, which can in itself cause...

Only 33% think they are saving enough for retirement, according to a Primerica survey.

Nearly one-third fear they will outlive their assets, according to LIMRA-SRI.

While the UK's requirement to automatically enroll all workers into a retirement plan showed a potential for a big boost in participation if the U.S. were to adopt...

Asked what benefits support their well-being, 74% said retirement plans, 56% said life insurance, 35% said tuition reimbursement/student loan repayment programs, and 29% said financial education.

Although only 56% of independent workers are actively saving for retirement, they are just as likely as traditional workers to feel they are financially prepared for retirement, a...

Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.

PLANSPONSOR’s 2018 Defined Contribution Survey found many start-up plans have not yet adopted plan design best practices and many are unsure about fees, but fortunately, nearly two-thirds employ...

Actions taken by defined benefit (DB) plan sponsors helped them reduce Pension Benefit Guaranty Corporation (PBGC) premiums, according to a J.P. Morgan analysis.

Employers are offering this assistance in a variety of ways, including managed accounts, target-date funds and investment advice, according to PSCA.

Participants who were age 60 or older when they retired were more likely to keep assets in the plan if it permitted installment payments, according to Alight Solutions.

Investors tend to select funds at the top of an alphabetically organized list of funds.

Just over four in 10 U.S. households are projected to run short of money in retirement, according to an updated analysis from EBRI.

The high stated retirement confidence of physical workers reflects the fact that the sample is relatively young and majority male, according to Aegon researchers, who also say that...