Data & Research

Individuals with high prescription drug costs need to save substantially more for retirement than others.

Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership. 

Fidelity suggests six steps for advisers to embrace technology.

The demand for low fees will continue to cut into actively managed funds in portfolios.

It’s happened before and it will happen again—a hike in PBGC premiums and shifting SOA mortality projections have materially raised the cost of running a pension plan. 

Financial Finesse offers suggestions for improving employees’ retirement preparedness and making sure Millennials do not end up in the same situation many Baby Boomers are in now.

Retirement is a matter of when, not how much, for most people.

They say savings should determine when to retire.

Following tax reform in Denmark, employers changed their contributions to retirement accounts in step with employees’ savings changes.

Two in three older advisory clients are seeking help with income planning, but only one-third of financial professionals actively advise about indexed annuities.

Grads of 2015 need to brace for more working years than previous generations.

Sixty percent of Americans are saving less than 7.5% of annual salary.

ETF asset growth is robust across a range of distribution channels—except one.

ADP marks National Save for Retirement Week by highlighting the power of stocking money away at your first job—and all your jobs after that. 

The top catalyst for a pension risk transfer to an insurance company is PBGC premium increases.

A Wells Fargo study finds those ages 55 to 59 have three times more saved, on average, than those in their 60s.

As Americans face a retirement income shortfall, it’s critical to understand how savings translate to income.

The result depends on an employee’s salary level and the level of pre-retirement income to be replaced.

An AXA study of K–12 403(b) plan participants found advisers bring both emotional and financial value.

Aon Hewitt finds DC plan sponsors are beefing up plan features to improve participant outcomes.