Research

Rather than simply emphasizing the accumulation of assets, this new research-driven approach first determines whether an investor prefers safety-first or keeping their options open, according to new research.

During open enrollment, most enrollees (72%) spend less than an hour on their health plan, with HDHP enrollees spending more time than traditional plan enrollees, says a new survey.

While pregnancy is the top clinical cost driver for millennials, a larger portion of medical spend is attributed to millennial diabetics than Gen X or boomer diabetics, with costs nearly as high as older generations, says a new report.

An EBRI study of 13 million accounts confirmed a trend that had been seen in past years: Account holders do not invest with their accounts, which is likely due to lack of communication about HSA features.

Staying on top of regulatory complexities is difficult enough (particularly if required to comply with multiple state leave laws), but hybrid and remote workforces have only added to the challenges, says a new report.

Around 70% of financial advisors and plan sponsors agree, saying participants will make little to no change to their 401(k) contributions, in a new 'State of the industry" report.

Over half (55%) of these so-called "employment extenders" are interested in a guaranteed stream of income with regular payments to ensure they do not outlive their savings, according to a new report.

Auto-enrollment with an opt-out feature is extraordinarily effective, as well as matching HSA contributions, for the 32% of working-age Americans with no retirement account, says a new survey.