Data & Research

Pension funds globally say they intend to adopt a more proactive approach to managing their assets,...

Advisers can play a big part in helping women cope after the death of a spouse, according to New York Life Insurance Company.

Mobile-optimized sites with transaction capabilities are slowly but surely entering the retirement planning picture, according to Corporate Insight research.

They are saving more; they credit the stock market with much of their wealth; and some (29%) still worry about running out of money in retirement.

Women’s path to a financially secure retirement is filled with many obstacles, a global survey shows.

Fidelity’s fifth annual Plan Sponsor Attitudes Survey shows sponsors are most focused on participant outcomes—the first time improving outcomes has topped the list of sponsor priorities.

While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they should be, according to a Nationwide Retirement Institute...

A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.

Half of employees approaching retirement wish they had started saving sooner, a TIAA-CREF  survey finds.

More than three-quarters of large and midsize U.S. employers that sponsor 401(k) and 403(b) defined contribution (DC) plans say retirement readiness has become a major issue for their...

More than three-fourths of retirement plan sponsors surveyed give their plans a grade of A or B, but only 61% give their employees’ saving habits similar grades.

Robust equity market returns fueled a 10.7% asset growth across U.S. institutional investing channels during 2013, according to an analysis from Cerulli Associates.

Americans' retirement expectations were damaged significantly by the “Great Recession,” as seen in a nearly 23% drop in workers retiring early or close to their expected date.

Reduced benefits for life doesn’t sound like much of a deal, but that’s what most people opt for when they decide to take Social Security benefits early.

While participation in employer-provided 401(k) plans is strong among younger workers, data from Aon Hewitt shows many are not taking full advantage of matching 401(k) contributions.

Recent Insured Retirement Institute (IRI) research shows postponing retirement plan salary deferrals by five to 10 years can reduce total retirement income by more than 20%.

While most use pre-retirement spending, the 4% “rule” or a bucket strategy, some advisers apply more math and science to avoid commonplace mistakes in retirement account withdrawals, Russell...

Fiduciaries often cite asset leakage as a major challenge in running a 401(k) plan, but one...

Nearly four in 10 Americans (35%) intend to alter their saving and investing strategies to accommodate for the 2014 holiday season, according to a survey by Edward Jones.

More than three-quarters (78%) of nonqualified retirement plan sponsors surveyed indicated they have some concerns and...