Data & Research

Poor service quality was another driver of recordkeeper moves, new research from Escalent finds.

Payroll Integrations finds that employers pay for benefits their workers think are not very important.

Survey shows plan sponsors are most likely to adopt increased catch-up contribution limits for participants aged 60 through 63.

Although confidence hasn’t recovered since the last reading, many Americans feel optimistic about their retirement.

Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for...

The reliance on 401(k)s means retirement industry must turn attention to this group about 10 years from the traditional retirement...

In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution...

Vanguard’s annual America Saves report shows an uptick of Roth 401(k) use both in terms of availability and participant use.

The final PLANADVISER In-Depth installment for this quarter reveals the saving outcomes for participants depending on their strategies.

Registered investment adviser headcount and assets hit another record in 2023, according to the Investment Adviser Association and COMPLY.

Gen Z and Millennials are turning to alternatives instead of traditional stock and bond investments.

According to recent research from Cerulli, collective investment trusts are surpassing mutual funds in 401(k) plans; yet, there are still...

DC adviser-sold plans recorded strong sales overall in Q1 2024, according to ISS Market Intelligence.

Principal examined the reasons that 59% of nonparticipating employees assumed they were saving in their retirement plans.

PIMCO’s survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.

Cerulli found that most financial wellness solutions are used at a rate of under 20%, with muddled communication and definition...

Funded status improvement continues for fifth consecutive month, though in contrast to April, strong equity markets bolstered a decline in...

Cost-of-living increases and strengthening economies have driven worker demand for higher wages in the U.S. and across the globe, a...

Coaching seemed to work best for those with the most need—whether due to a strong financial position, or those struggling...

Once aware, 97% agree leaders should strengthen the system for current and future generations.