Data & Research

Only 5% of respondents to a new survey have withdrawn from their retirement accounts, but another 7% said they plan to do so in the coming weeks.

By one estimate, allowing people to work longer could boost GDP by 19%.

Depending on how exactly one defines the term, estimates of 'leakage' from defined contribution retirement plans vary considerably.

Simply put, a lack of insight and advice means Americans are failing to take full advantage of health savings accounts (HSAs).

The average expense ratio decreased to 0.45% from 0.48% the year before, according to Morningstar.

Vanguard says that meeting these income needs, along with encouraging strong savings rates and diversification, are the primary drivers in creating successful retirement outcomes.

A new analysis published by EBRI in collaboration with J.P. Morgan suggests a person’s spending habits, rather than their salary, seem to have the biggest influence on whether they are a low saver or an average saver.

New data from CAPTRUST shows there is a continued misalignment between foundations’ and endowments’ expected returns, risk preferences and asset allocations.

More than one-quarter are extremely or very concerned, according to Fidelity.

Data collected immediately before the pandemic shows retirement confidence was about as high as it’s ever been; more recent data shows that’s still the case, though shorter term worries are ballooning.

Retirement investors have little choice but to stay the course; even backing away from the markets for a short period can prove detrimental to long-term returns.

Small 401(k) plans have larger costs than large 401(k) plans, but even plans with the same total assets can have different costs, an analysis from the 401k Averages Book shows.

The advisory, insurance and asset management industries have never been so ripe for consolidation, merger and acquisition experts agree.