Data & Research

Each year our sister publication PLANSPONSOR releases a much-anticipated update to its Defined Contribution Survey, acknowledged as one of the leading retirement planning industry snapshots.

However, that increase was not seen in corporate retirement plans, according to a Callan survey.

Retirement plan providers continue to place more emphasis on their mobile presence, according to Corporate Insight research.

Only 1.8% stopped contributing to their defined contribution plan. 

An analysis from Fidelity explores the many long-term pitfalls and few short-term benefits of taking a loan from a DC retirement account. 

Student loans, when prioritized over retirement savings, can rob retirement investors of huge sums by age 65, a LIMRA study finds.

Among U.S. adults who are saving for old age, two-thirds are financially literate.

No way around it—new research from TIAA-CREF into the way U.S. retirement savers think about their investments is downright troubling. 

Even if employees are convinced to sign up for a high-deductible health plan with an HSA, they may experience disappointment when they use the plan, so ongoing communications...

Gen X’s second-biggest obstacle is saving for their children’s education.

The third quarter of 2015 was the first time $3 billion in pension buy-out sales were recorded in consecutive quarters.

Dinners out and student loan debt are just two of the factors squeezing Millennial’s ability to save.

EBRI research shows households do, on average, spend less once they reach retirement, “but not all households, and not in the same ways.”

What are European nations doing to prepare their citizens for when the income stops? Two experts offer some observations and suggestions.

Pre-retirees who work with an adviser are more likely to feel confident about retirement than those who do not, LIMRA research finds.

American investors wish they were doing a better job, and on top of their financial wish list is building up an emergency fund.

Men are likelier to kick back and relax about saving and investing, where women exhibit higher levels of anxiety.

Gen Xers pinballing between unrealistic retirement expectations and paralyzing uncertainty need an adviser who is understanding and empathetic.

A new ICI study finds nearly one in three Millennial households owns mutual funds.

Lower account balances, longer life expectancy and not working with an adviser can wreak havoc on a woman’s Social Security benefit.