Data & Research

An analysis of pre-retirement planning programs offered by five large employers showed they improved financial and pension literacy and changed employees’ reported retirement plans.

How do plan sponsors know when it is time for a change in plan providers?

Fee disclosure regulations implemented last year have had a negligible effect on workers participating in employee-sponsored retirement plans, a survey found.

A policy forum sponsored by the Employee Benefit Research Institute (EBRI) examined factors affecting retirement income adequacy and decisions that can mitigate their impact.

Research shows certain retirement plan design features can increase participation up to 70%.

A shift in focus for target-date funds (TDFs) has created more work for plan sponsors.

Using a financial adviser helps bring more focus to the need to save for retirement, a survey found.

Risks and use of exchange-traded funds (ETFs) in portfolio construction: yes. Liquidity and trading of ETFs: not so much.

July 15, 2013 (PLANSPONSOR.com) - In the first quarter 2013, 10% of all participants in Wells Fargo-administered defined contribution plans chose to contribute to a Roth 401(k), when...

Roth participation is more than twice as high among 401(k) participants hired after the Roth introduction than among those hired before the Roth introduction.

They make major investment decisions, understand investment products and are interested in learning about financial matters. An Allianz Life study examines women, money and power.

More retirement plan sponsors are looking to simplify their plans' investment menus.

A white paper from RidgeWorth Investments scouts a number of fixed-income strategies to counter rising interest rates. 

Harmonization of rules for broker/dealers and RIAs could more than double compliance costs for independent RIAs in the first year of implementation—with little benefit to clients, a survey...

Time and resource management were named as key challenges to participating in the multi-billion dollar micro- to small-plan retirement market, a survey found.

Research about individuals’ views about retirement and saving for retirement offer opportunities for retirement plan advisers.

The three common risks of retirement—longevity, inflation and the risks of the marketplace—need to make room for a fourth one, according to Alison Salka, corporate vice president of...

Different workplace experiences and employee benefit histories are causing a divide between early and late Baby Boomers regarding their financial security and outlook on retirement.

A new report from Aon Hewitt says participation in defined contribution (DC) plans is at an all-time high.

When someone says defined contribution (DC) plan, most people think of 401(k)s or 403(b)s; other DC plans do not get as much attention.