Data & Research

Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income.

Recent research supports the argument against investors reacting to every market turn and for solutions that...

The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of participants, sponsors and other stakeholders.

After remaining level for the previous year, investors expressed rosier outlooks in the fourth quarter, according to a survey by John Hancock Financial.

Research from Cerulli Associates predicts the combined asset marketshare of independent advisers will surpass that of wirehouse advisers by 2019.

Nearly half (49%) of respondents to the 6th annual New Year’s Resolution Survey from Allianz Life Insurance Company of North America say health/wellness is the most important focus...

Plan sponsors should look at Generation X as a segment distinct from Baby Boomers or Millennials, says Weber Shandwick in its new study.

Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life. 

For plan sponsors with more than 100 participants, one the most important fiduciary duties is to ensure the plan receives a quality and independent annual financial review.

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.

A new study from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute finds 401(k) plan design changes have led to substantial popularity for balanced funds,...

Eighty-five percent of advisers surveyed by LIMRA said today’s wholesalers must do more than supply products—they need to offer more value-added services and support.

Defined Contribution Investment Only (DCIO) providers will continue expanding their distribution staffs in 2015, according to new research from Ignites Retirement Research.

ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.

An analysis from Hartford Funds finds U.S. investors are largely unaware of emerging digital financial advice models, and even practicing advisers don’t have much knowledge on the subject.

Some back-pocket phrases—holistic, retirement readiness and glide path—may seem tired not just to retirement plan participants, but even to retirement plan advisers themselves.

Most employees participate when offered access to a defined contribution retirement plan, but a strong majority also cite worries and ignorance about tough investing topics.

Many clients will fire an adviser that doesn’t return phone calls same day, according to research from Spectrem Group, but that’s far from the only client concern.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all retirement savings actions.

Fewer retirement plans offer employer stock and fewer plan participants hold concentrated company stock positions in their retirement savings accounts, finds a new analysis from Vanguard.