Research

Feb 01, 2012 -- Nearly 1.5 million participants within Bank of America Merrill Lynch’s proprietary 401(k) business are actively contributing to their 401(k) plans.

Feb 01, 2012 -- More than three-quarters (76%) of financial advisers who moved to an independent business model report they are better off financially, according to a Fidelity Investments study, “Fidelity Insights on Independence.”

January 31, 2012 -- Two-thirds (66%) of those who work with a financial adviser have an understanding of how much of their retirement savings they will withdraw annually at retirement.

January 27, 2012 -- Total asset levels in the U.S. retirement market grew 9.6% from 2009 to 2010, totaling $15.8 trillion as of end of year 2010.

January 25, 2012 -- U.S. workers’ financial worries are impacting their work performance and retirement savings plans. 

January 25, 2012 -- Retirement plan participants are in need of direct, simple guidance to help them reach their retirement goals, according to State Street Global Advisors’ (SSgA) Defined Contribution (DC) Investor survey.

January 24, 2012 -- Cutting debt and saving more are top priorities for Americans in 2012.

January 24, 2012 -- Men and women are preparing for retirement in very different ways, according to research released by Ameriprise Financial.

January 23, 2012 -- The recent economic recession impacted many Gen Xers’ financial savings, according to a report.

January 23, 2012 -- Thirty-eight percent of affluent investors responding to Merrill Lynch's Affluent Insights Survey said a less volatile stock market would encourage them to start saving more for retirement.