Data & Research

A majority (52%) of small business owners state they are either “very” or “fairly” well prepared for retirement, according to a study by The Guardian Insurance & Annuity...

Longevity annuities could help many individuals use their retirement assets most effectively to achieve financial security, according to a new paper.

Eighty-three percent of middle-income Baby Boomers have not had any type of formal training or education about topics related to retirement financial security, a survey finds.

A majority of individual retirement account (IRA) investors polled recently by PENSCO Trust Company say they are open to learning more about alternative, non-traded assets.

Professionally managed assets of U.S. investors reached $36.8 trillion in 2013, according to a new analysis from investment analytics firm Cerulli Associates.

Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be opposites as well?

A majority of investors (92%) surveyed by FINRA agreed they want a cop on the beat to protect investors and police the markets.

Defined contribution plan recordkeeping data shows U.S. participants are strongly committed to their workplace retirement savings programs, according to the Investment Company Institute (ICI).

Nearly 70% of institutional assets were invested through consultant-intermediated channels in 2013, according to Cerulli Associates.

Employees provided with financial education programs are less stressed, more prepared for retirement, and have better understanding of their finances, according to a report from the International Foundation...

More than a decade passed between the two most recent mortality table updates from the Society of Actuaries, but retirement plan fiduciaries should expect the next updated mortality...

Parents who are married or living together with children from a previous relationship face a challenging financial outlook, especially when it comes to retirement savings.

Improving the retirement plan participant experience is an important step in addressing the nation's retirement savings shortfall, according to Broadridge Research.

Less could be needed to meet health care costs in retirement, according to new modeling by the nonpartisan Employee Benefit Research Institute (EBRI).

Given an extra hour to focus on their finances, most women say they’d work on budgets and learn more about investing, according to a Fidelity Investments survey.

Three-quarters of Americans say it is hard to keep up with bills and save for retirement at the same time, with 43% saying it is “very hard,” a...

Client pressure to cut costs is leading advisers working with defined contribution (DC) retirement plans to significantly change fund lineup recommendations in favor of passive investment options.

Amid feelings of guilt over not investing enough (a mere 23% feel “proud” of how they handled their money this year), Americans know they need to do more...

A new TIAA-CREF survey shows that 63% of women who have received professional financial advice say they feel confident about their personal retirement readiness.

With the final approval of its first new mortality tables since 2000, the Society of Actuaries (SOA) has officially revised its benchmark for calculating the financial liabilities of...