Data & Research

An annual Fidelity survey shows just 31% of Americans are considering a financial resolution to mark the New Year, despite the positive impact such resolutions can have.

College faculty and staff are better prepared for retirement than the general population, a survey finds.

Many retirees find the retirement life brings more satisfaction and less worry than they anticipated, MassMutual says in a survey report.

Two-thirds of advisers using social media for business say it has helped them gain new clients, leading to a median of almost $2 million in new assets generated...

Paying down debt is top financial priority for American workers, followed by saving for retirement, according to a Principal Financial survey.

Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.

Lower investable assets and higher health care costs are delaying retirement for the 94% of working middle-income Baby Boomers with plans to retire one day.

EBRI finds the percentage of all families with an individual account retirement plan, such as a 401(k) plan or an IRA, has decreased.

The majority of Wisconsin retirement plan participants still do not understand the fees they pay in...

Employers sponsoring 401(k) plans use a range of employer match formulas and offer a variety of investment choices with lower fees.

A poll of 2,000 consumers in the United States finds more than four in 10 (42%) aren’t investing any assets for long-term savings or expenses in retirement.

Take three couples entering retirement with the same asset base but very different strategies for making the money last. Think you can predict the winner?

A limited group of strategic acquirers will continue to gain influence in the financial advisory industry, according to new research from analytics firm Cerulli Associates.

When choosing an adviser, consumers report placing high value on knowledge, including the type of advice an adviser provides, their education, and years of training.

PSCA’s 57th Annual Survey shows plan sponsors are increasing efforts to encourage retirement savings among employees.

Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to encourage employees to save.

Just one in five retirement-age Americans can pass a basic quiz on strategies to make their nest eggs last throughout retirement.

The threat of ever-spiraling health care costs has pre-retirees running scared, Nationwide found, but they still lack an action plan.  

Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.

Many retirement savers are focused on income guarantees and establishing a level of protection against market volatility, according to the Allianz Life 2014 Market Perceptions Study.