Data & Research

EBRI’s latest survey data shows Americans are gaining confidence in some important areas related to retirement planning, but people realize they could do more to prepare.

There are some informative discrepancies between current workers' expectations for retirement and the circumstances actually experienced by people leaving the U.S. workforce, EBRI says.

A study concludes that retirement plan loan policy is economically meaningful in shaping participant borrowing.

More companies are adding or considering financial wellness programs for their participants, according to Bank of America Merrill Lynch's Workplace Benefits Report.

Poor retirement outcomes may result from a lack of financial know-how, Guardian finds in a new study.

A study from LIMRA Secure Retirement Institute highlights areas where advisers’ help is clearly needed, but remains underutilized.

The economy is improving, but American workers are still worried about their financial well-being, both for the short term and as they contemplate their future retirement, according to...

A new LIMRA study breaks down advisory client types according to their emotional responses to market moves, with the goal of helping advisers better tailor portfolio solutions for...

Members of the younger generation express more concern about retirement specifics, compared to their elder counterparts.

Compared with confidence in the financial services industry generally, plan sponsors have much higher levels of trust in their own retirement plan advisers, a study found.

Nearly half of retired respondents to a recent New York Life survey said they wished they would have started their retirement earlier.

Baby Boomers who work with advisers are better prepared for retirement, a survey finds.

Amid high levels of financial stress, a quarter of Americans believe a financial plan would alleviate their anxiety, a survey says.

A quarter of independent financial advisers are currently honing and redeveloping their practices—including many established firms crafting approaches to new markets.

As smaller businesses grapple with the Affordable Care Act, they are more interested than ever in help from advisers who understand the terms, Nationwide says.

Retirement security will likely be jeopardized for more Americans because of the shift away from defined benefit (DB) plans and fewer workplace plans, a paper contends.

Worksite wellness education can help employees ease economic stress and counteract these distractions.

In the past, home ownership served as the benchmark.

Companies are increasingly confident that their employees will be able to achieve a comfortable lifestyle in retirement, research from Transamerica shows.

Americans fear that health care costs, inconsistent returns and lifestyle expenses will drain their savings.