Data & Research

Many small business owners in the U.S. have trouble focusing on their own retirement preparedness, despite generally high levels of personal wealth and financial savviness.

Rebounding from the economic downturn of 2008/2009, retirement plan participants and plan sponsors are renewing their focus on their retirement benefits.

Although they have been saving for retirement, investors surveyed by the Insured Retirement Institute (IRI) have not acquired a thorough understanding of investment products along the way.

Plan participants increasingly realize they are responsible for generating their own retirement income, but many still pass over investment advice offerings, a survey from Schwab Retirement Plan Services...

Thirty-six percent of Americans polled have not saved any money for retirement, according to a new Bankrate.com report.

The lack of key considerations, such as the effect of future contributions to retirement plans, leads some research to paint an inaccurate picture of Gen X’s retirement readiness.

Non-qualified executive retirement plan sponsors report that they would like to see participation levels in these plans increase.

Providing financial support for family members is throwing a wrench in some Americans' plans for retirement.

Thirty-six percent of Americans currently contributing to an employer-sponsored retirement plan have never increased the percentage of salary they defer into retirement accounts.

Automatic enrollment and deferral escalation features are quickly becoming the top tools for advancing retirement plan participant savings under the defined contribution paradigm, according to Cerulli Associates.

More than four in ten (43%) employees surveyed by Fidelity Investments say they would settle for lower pay if it meant they received a higher employer contribution to...

Analysis of public Form 5500 reporting data reveals small 401(k) plans often outperform large plans on a number of key metrics, says Judy Diamond Associates.

Nearly three-quarters (72%) of Hispanic investors polled for a Wells Fargo survey said they wish they could learn more about investing in mutual funds, stocks and bonds.

Only 18% of advisers surveyed target Gen Y clients, and 57% prefer new clients with assets of more than $250,000, according to The Principal Financial Well-Being Index: Advisors. 

A recent Federal Reserve report suggests many U.S. households are faring well on short-term finances, but sizable fractions of the population are failing to prepare adequately for retirement.

Current workers and retirees would trade control of managing their retirement assets for investment growth, flexibility and guaranteed lifetime income in an income solution, a survey finds.

Retirement plan participants find they can take it with them, as smartphone use overtakes usage of PCs and Macs, according to a study by Spectrem’s Millionaire Corner.

Financial stress is a significant part of the overall stress that plan participants feel, a survey says, but plan sponsors and advisers can take steps to ease their...

Grandparents overwhelmingly feel their grandchildren will be unreceptive to any money or savings talk, a study finds, yet most grandchildren say they’re open to the conversation.

Many retirement plan third-party administrators (TPAs) responding to a recent survey indicated they most often charge a full document fee for Pension Protection Act (PPA) document restatements.