Data & Research

The good news from a new TIAA-CREF survey is that Americans acknowledge the importance of a lifetime income plan. The bad news: few take action to create one.

A majority of high-income women feel comfortable taking risk in investments, feel fairly knowledgeable about financial products and possess advanced degrees, according to Spectrem Group.

The quest to help participants manage their assets after the accumulation phase continues.

Assets held in private defined contribution plans are likely to surpass $6 trillion in 2018, according to an analysis from Cerulli Associates.

Many older Americans are taking on debt at a time when they should be focused on savings and retirement investments, according to the Employee Benefit Research Institute.

The majority of households that own an IRA are older groups of working-age individuals, according to an ICI survey.

Participants are increasing their defined contribution plan salary deferral rates faster than ever before, according to a study by Market Strategies International.

For Millennials, foresight is 20/20.

A quarterly analysis from BlackRock finds the cost of purchasing lifetime income units increased significantly in the last 12 months, putting pressure on pre-retirees planning for life after...

Retirement plan sponsors surveyed repeatedly expressed frustration with regulatory complexity and concern about greater worker mobility.

A strong majority of companies with 401(k) plans have adopted automatic enrollment and other steps to ensure workers receive the full employer matching contribution, according to Aon Hewitt.

A majority of Americans surveyed admit that saving for retirement is not their top priority.

Nearly nine in 10 households oppose any action by the government taking away the tax advantages of DC retirement accounts.

Advisers should look to Millennials—even those who haven’t yet become wealthy—as the next promising and uncrowded market, a survey by TD Ameritrade says.

Baby Boomers will be pleased to know that cognitive aging does not necessarily hamper financial decision-making, a study says.

PLANADVISER announced today the winners of the second annual Advisers’ Choice Awards, to be handed out at its annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner. The event will be...

About one in 10 plan sponsors replaced their target-date fund/balanced fund manager in 2014.

Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.

An increasing number of employers are broadening the types of financial and retirement planning resources they offer employees.

Non-traditional families living with additional members in their households report a positive living situation, but feel financially burdened, according to a study by Allianz.