Data & Research

Forty percent say this information is “very important” when selecting a mutual fund, ICI found in a survey.

Earning additional income is their primary reason why, a survey found.

While employers cited rising health care costs followed by outliving retirement savings as their biggest concerns for employees' retirement readiness, TIAA says surprisingly few have built retirement plan offerings that solve for these challenges.

Younger workers who came of age during the Great Recession are now making decisions that will have a lasting impact on their ability to generate wealth, including their ability to prepare for retirement, according to a new survey.

Fifty-two percent think they will be able to retire at their ideal retirement age, and 52% say they either somewhat or strongly agree that their savings will last throughout their lifetime.

To help employees achieve their savings goals, 82% of sponsors are making changes to plan design, and 83% are updating their investment menus.

Financial needs topped the reasons older people surveyed by AARP said they are working or looking for work.

A study looks at the hourly wage gap between college and high school graduates, and researchers suggest policy options to boost retirement savings that include financial literacy training, among other things.

Companies that estimate funded status for defined benefit (DB) plans say this is due to equity returns, as interest rates remained relatively flat.

The average Millennial spends over $30 on coffee per month, but will also, on average, save $480 for retirement in the same time frame. 

An IALC report suggests plan sponsors apply educational resources—like seminars and informational fairs—to heighten employee participation. 

A study found the cost of health care was another top reason retirees filed for bankruptcy.

According to a new MassMutual study, 79% of retired women are receiving professional financial advice, compared to 68% of men.

With a funding status of 95% or more, a buyout or risk transfer deal are two viable options for these plans.

In a new Bank of America Merrill Lynch survey, 95% of employers who offer such benefits agree that their financial wellness programs have been effective at promoting work force management goals.

According to a new survey, 76% of employees say they understand the salient features of health savings accounts, or “HSAs,” yet only 12% could correctly identify the common attributes of an HSA in a simple quiz.

Fifty-four percent of respondents to an Allianz Life survey say that other expenses are interfering with their retirement savings, and 20% say they are saving for other financial goals.

A TIAA study finds the feature's benefit are continuously offset by pre-retirement withdrawals and plan loans. 

Research from EBRI shows very few employees contribute the maximum statutory limit to HSAs.

This is despite having lived through two bear markets.