Data & Research

When it comes to financial matters, employers should assume procrastination, inertia and a real lack of knowledge from employees, according to Janet Ganong, a financial consultant at the...

The concept of “retirement plan health” means different things for plan sponsors and participants, but well-run plans can meet both sponsor and participant needs.

At the PLANSPONSOR National Conference in Chicago, four leading experts debated the merits of target-date funds (TDFs) versus target-risk funds (TRFs) and managed accounts.

With so much regulatory complexity surrounding defined contribution (DC) retirement plans, it is not unusual for plan sponsors to overlook the more obvious considerations, says BlackRock’s Laraine McKinnon.

Not talking about Social Security could come with a steep cost, says Nationwide in a survey that polled retirees and their experiences with the timing of benefits. 

Non-profit organizations that sponsor 403(b) plans are simplifying investment platforms by streamlining the options available for participants.

The industry faces challenges from several directions, and retirement plan executives discussed ways to address them, such as income replacement, plan design and how to target specific participant...

On the first day of the PLANSPONSOR National Conference (PSNC) in Chicago, current and former PLANSPONSOR of the Year winners and finalists shared how they define success for...

Dallas Salisbury fields a lot of questions about how to define retirement plan success in his role as president and CEO of the Employee Benefits Research Institute (EBRI).

Some of the statistics on 401(k) balances and coverage commonly tossed around are flawed, feels Drew Carrington of Franklin Templeton.

A strong majority of broker/dealer and registered investment adviser (RIA) firms surveyed by Fidelity Institutional see the emergence of digital advice models as a positive industry trend.

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.

Adviser-sold college savings plans gained traction, and now show balances equivalent to direct-sold plans, research shows. 

Average 401(k) account balances have increased 93% since the economic downturn of 2009, according to research from The Principal Financial Group.

New research from a coalition of retirement industry groups suggests financial advisers are moving away from the use and recommendation of annuities, despite industry buzz around income products.

Americans prioritize financial matters second only to their health, according to a Northwestern Mutual study, yet few seek professional advice or have a long-term plan for retirement.

People expect to work longer and flexibility will become the new model for retirement, finds Aegon’s third Retirement Readiness survey.

The average retirement plan participant’s decision to leave 401(k) assets in-plan or actuate a distribution when leaving an employer often hinges on whether they are retiring or taking...

A pervasive fear of running out of money in retirement is not causing Americans to spend less today, according to Bank of America Merrill Lynch.

Simplifying the 401(k) plan enrollment process may help employees save more effectively for retirement, says a recent paper from Bank of America Merrill Lynch.