403(b)wise
Research and DataEducation + Advocacy
View recent research and data related to the 403(b), retirement, and financial literacy.
403(b)
The 403(b) Market »
The latest 403(b) market data from Spectrem Group.
403(b) Plans Looking More Like 401(k) Plans »
Pension & Investments story on study by Cerulli Associates showing changing nature of 403(b) plans (registration required).
Research on Employer Oversight Models: Who's Watching the Door? »
Study by Robert Clark of North Carolina State University and David Richardson of the TIAA-CREF Institute finds that reasonable provider control and oversight of supplemental retirement plans can significantly improve efficiency for sponsors and outcomes for K-12 public school teachers.
Investment Choice
Can There Be Too Much Choice In a Retirement Savings Plan? »
Finding: Every additional 10 investment choices, on average, reduces predicted participation rates by 2%.
Retirement
Retirement: Reality Not As Rosy As Expectations »
For many Americans, it is proving harder than they imagined, according to a a new poll by NPR, the Robert Wood Johnson Foundation and the Harvard School of Public Health.
2011 Retirement Confidence Survey (PDF) »
EBRI annual survey finds confidence drops to record low, "reflecting 'the new normal.'"
Financial Literacy
Teacher Attitudes and Beliefs About Teaching Financial Literacy »
Survey of 2,776 classroom teachers by Dan Otter, director of Pollinate, the Teacher Financial Literacy Project.


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