Research

Around 3 in 10 workers believe having investment options that provide guaranteed lifetime income to be the most valuable improvement to their plan, according to EBRI’s annual survey.

Most Gen Xers have adjusted their retirement goals to support their adult children or aging relatives, according to a new “sandwich generation” survey by Athene.

Financial professionals see potential for further annuity growth, but educating clients and employers is key, according to Nationwide surveys.

The average percentage of assets compared to total liabilities has held steady in the 71% to 79% range over the past five years, according to the National Conference of Public Employee Retirement Systems.

While AI is a powerful tool, the best approach is a hybrid one—leveraging AI for quick, data-driven insights while consulting human experts for major financial decisions, according to a new Pearl study.

More than 600,000 American companies could be at risk of fines, legal penalties and fiduciary failure for failing to auto-enroll, offer qualified investments or transmit payments on time, according to Abernathy Daley 401k Consultants.