Data & Research

The Aegon Retirement Readiness Survey 2015 shows clearly that habitual savers are more prepared for retirement than peers saving only periodically—an effect which magnifies significantly over time.

A new survey report from Penbridge Advisors finds the largest expenses paid by defined benefit (DB) plan sponsors are attributable to the broad category of investment management—especially in...

Lack of an accessible roll-in process could be to blame for more cash-outs, a new survey finds.

Assets in individual retirement accounts (IRAs) continue to rise, according to new research by the nonpartisan Employee Benefit Research Institute (EBRI).

A study from the Center for Retirement Research at Boston College finds even the wealthiest segment of savers has trouble with long-term financial planning—implying automation and simplicity are...

LIMRA Secure Retirement Institute calculated that 3 million participants have access to an in-plan income guarantee through their employee-sponsored retirement plan in 2014, a 32% increase from 2013.

Millennials are taking shape as a generation that cares about saving for retirement but is in desperate need of advice and education, a study finds.

A review of Northwestern Mutual’s 2015 Planning and Progress Study data shows Generation X has the poorest financial habits of all generations in the survey.

Educated participants have higher levels of trust, higher savings rates and greater use of retirement planning tools, NARPP finds in a report.

An annual study from Judy Diamond Associates, ALM’s retirement plan intelligence provider, shows 54,493 401(k) plans failed their 2013 Internal Revenue Service (IRS) nondiscrimination tests.

Investors want an adviser relationship that is personal, engaged and informative, says a survey by Hartford Funds.

In finance as in physics, investment market forces produce both upside and downside. It's a phenomenon that is especially apparent when discussing low interest rates.

U.S. employers could see a shift in staffing pressures as so-called retired Boomers look to change careers or stay in the workforce, at least part-time, a report says.

The number of mega plans offering managed accounts has grown 13 percentage points in the last year.

A report from Charles Schwab finds working-age Americans are warming to financial advice that is delivered through a combination of personal interaction and technology tools.

An even simpler enrollment process helped drive up retirement plan participation rates and positive participant behaviors, according to Bank of America Merrill Lynch.

Participants who receive advice are less likely to leave money on the table from the employer match, a report says.

A survey of North American defined benefit (DB) pension plan professionals conducted by Clear Path Analysis found 23% are still considering transferring plan liabilities to a third-party insurer...

Northern Trust research finds employees favor companies that play an active role in their retirement plans—especially when employers give specific advice around retirement finances.

An analysis finds repeated use of financial wellness resources improves retirement savings behaviors.