Data & Research

More than half (52%) of retirement plan participants have used online tools to calculate their retirement income needs.

Women are feeling confident and many are taking the lead in making household financial decisions, according to a new study by Ameriprise Financial.

Defined contribution plan sponsors tend to offer far more investment fund options than the number actually used by the average participant, according to new research from SEI.

New modeling from the Employee Benefit Research Institute (EBRI) confirms a straightforward truth—workers in the lowest income brackets are least likely to achieve lifetime retirement income adequacy.

401(k) plan participants still do not understand some of the basics about saving and investing in their plans, a survey suggests.

Annuity ownership strengthens individuals’ confidence about retirement planning and saving, a study from the LIMRA Secure Retirement Institute (SIR) finds.

Real estate has a place in defined contribution (DC) plans, the Defined Contribution Real Estate Council contends, but sponsors have concerns over valuation, liquidity and cost.

More than half of Baby Boomers polled expressed uncertainty about how much money they will need in retirement.

Retirement plan participation and savings rates are rising due to adoption of automatic plan features, says Vanguard in “How America Saves 2014.”

A majority (80%) of Millennial Americans say the recession of 2008 taught them they have to save “now” to “survive” economic problems down the road.

Retirees significantly underestimated the impact taxes would have on them during retirement years, according to a recent Lincoln Financial Group survey.

Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.

While 403(b) plan sponsors are continuing to improve upon their plans to create better outcomes for participants, there are still a few areas in which they can improve.

What factors influence plan sponsors' selection of retirement plan providers?

Plan sponsors want more consultation on outcomes and how to accurately measure and improve participants’ retirement readiness, says new research from the Principal Financial Group.

Employees are showing more focus on their overall financial wellness, according to a Financial Finesse report.

Amid the discussion of industry best practices at the 2014 PLANSPONSOR National Conference, the question of the retirement plan investment menu and how it has or should evolve...

Choosing a provider for a plan starts with the request for proposal (RFP), and experts discussed best practices for the process at the PLANSPONSOR National Conference Tuesday.

An investment committee must focus on fiduciary considerations at all times. Care, diligence, prudence and paying reasonable expenses should constantly be invoked by its members.

Other than automatic enrollment in a retirement plan and automatic escalation of employee deferrals into their plans, what are the top strategies for moving the needle on employees’...