Owners of health savings accounts appear to be using the accounts primarily to cover their current expenses rather than fully taking advantage of the accounts’ tax preference by contributing the maximum or maintaining HSA balances for retirement health care expenses. ...

Assets in target-date funds accounted for 27% of 401(k) plan assets at the end of 2018, according to an analysis of a database compiled by the Employee Benefit Research Institute and the Investment Company Institute. The study found that at ...

When retirees roll over assets from a 401(k) to an individual retirement account, 75% reduce their equity exposure, according to research from J.P. Morgan Asset Management and the Employee Benefit Research Institute. The research, based on data EBRI collected and ...

More than 30 leading voices in the U.S. retirement industry released a letter Wednesday urging President Joseph Biden to issue an executive order to create a standing interagency task force on retirement security. “The proverbial three-legged retirement stool is shakier ...