Research

Corporate pensions are in better shape than they have been in years, according to Russell's 2023 Prudent Pension Funding Report that analyzed 500 U.S. pension plans.

TIAA Institute's new State of Financial Preparedness report raises questions about whether or not incoming retirees will enjoy financial security, particularly as lifespans continue to lengthen and the economy remains tumultuous.

Employees are demanding a wider range of benefits and changes that fit new ways of thinking about work and benefits, including more flexibility around remote work and expanded choices in their benefit plans.

The Plan Sponsor Council of America looked at 250 nonprofit organizations that sponsor 403(b) plans for their employees, as automatic enrollment took hold in the nonprofit space.

The automatic transfer of small-balance 401(k)s of workers who change jobs - now effective through SECURE 2.0 - could grow net incremental wealth by $1.5 trillion over 40 years, says the Retirement Clearinghouse.

There's an increasing recognition of the need to help participants convert their accumulated savings into a reliable income stream during retirement, according to the new Institutional Retirement Income Council report.