Data and Research

Cerulli found that UMA and SMA programs are poised for robust growth, as the industry moves toward personalization and consolidation.

J.P. Morgan released a report predicting the pension risk transfer market will boom—but not without incurring new risks of its own.

Auto-enrollment continues to drive strong engagement, but increasing loans and hardship withdrawals indicate growing financial stress.  

The funded status of Milliman’s Pension Funding Index of U.S. corporate pension plans rose to 105.1% in June.

The Department of Labor’s June jobs report and new MissionSquare research indicate that state and local hiring has risen.

The safety net program’s funds are expected to deplete sooner than previously projected, accelerating the personal cost for retirees.

According to Vanguard’s latest ‘How America Saves’ report, a record 45% of 401(k) plan participants increased their saving rates in 2024.

The safety net program’s board of trustees projected that the funds will be exhausted one year sooner than previously expected.

The funded status of the 100 largest corporate defined benefit pension plans increased by $22 billion in May.

Balances still grew despite the increase rate of withdrawals in 2023, the report found.

Carriers showed increased interest in retirement income solutions, innovation and AI implementation, according to a Goldman Sachs Asset Management survey.

Managers are looking at plan design changes or risk transfers, in lieu of walking away.

When considering funds designated by U.S. employees and employers, retirement contributions reached more than 14% of income.

The competitively bid price of transferring retiree assets dropped to an estimated 101.1% of a plan’s accumulated benefit obligation.

Job-hopping American workers often leave thousands of dollars on the table when the balances from their old 401(k) accounts are rolled over into low-yielding offerings.

Data from the Federal Trade Commission quantifies the amount of financial fraud reported in the country, what kind of scams are prevalent and where it is occurring. 

The initiative seeks to identify and explore what qualities will define the future leaders in the sector.

A new report from the Institutional Retirement Income Council urged employers to equip pre-retirees with tools for sustainable income planning. 

According to several research reports, U.S. workers are increasingly concerned about inflation and outliving their savings in retirement, triggering a reduction in savings.

More than 90% of respondents said it is important that their employer-sponsored retirement plan offer regular payout options, according to a Nuveen and TIAA Institute study.