Data & Research

Many Baby Boomers and members of Generation X feel the traditional notion of retirement is out of reach, according to a study from Allianz Life.

Nurses need financial guidance, Fidelity finds in a study, and when they use advice or education offered by their employers, about a third take a specific action, mostly...

The idea of “semi-retirement” has grown in popularity among working age people, but less clear is how to turn hope into reality when it comes to timing retirement.

A survey suggests there are some trust issues to overcome between individuals and financial institutions or advisers.

Many employees would meet with a financial professional if their employers offered that capability, a survey finds.

The need for greater capabilities and more competition will likely shake up the market for outsourced chief investment officer (OCIO) services, according to the latest research from global...

Discussing the results of the firm’s first-quarter 2015 retirement industry analysis, one Fidelity expert suggested plan sponsors are seeing real payoffs from popular plan design changes, especially in...

U.S. nonretirees are more likely to say Social Security will be a major source of income in their retirement than they have been at any point in the...

Nine in 10 affluent investors, defined as those with $250,000 or more in investable assets, say their most important investment goal is retirement related—50% intend to generate income...

Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.

Employees receive education about saving for retirement from their employers, but something rarely discussed is how to make that savings last.

Retirement plan service providers are keeping up with new trends and can help plan sponsors do so as well.

These sponsors tend to be less involved with their retirement plans.

A majority of advisory firm members are not satisfied with their compensation or their benefits packages, according to the “2015 Trends in Adviser Compensation and Benefits Study.”

According to the 2015 Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI), 13% of workers (down from 20% in 2014) and 9% of retirees (down...

A recent National Bureau for Economic Research study offers some telling stats about the challenges of retirement: Even wealthy NFL players struggle to create a reliable plan for...

Qualitative risk tolerance assessments are ambiguous and unhelpful to investors, says a new white paper.

Regulation could narrow the flow of rollovers from defined contribution (DC) plan assets into individual retirement accounts (IRAs), says Cerulli Associates.

Most Americans are anxious about their finances and aspire to be more financially responsible, a survey finds.

Advisers can work with Boomers on plans to protect the surviving spouse