Data & Research

Employees who improve their financial knowledge have a better chance of improving the investment returns on their retirement accounts, a paper published by the National Bureau of Economic...

Women are more likely than men to be concerned about risks related to longevity during the approach to retirement, according to a LIMRA Secure Retirement Institute survey of...

Nearly one in four investors say they aren’t sure why they haven’t sought professional financial advice, a survey shows, and an equal number feel advice is too expensive.

The number of cash balance retirement plans has increased, according to a report from Kravitz, Inc.

There are more than 40.3 million Americans aged 65 and older, according to the U.S. Census Bureau, and many in the age cohort aren’t following traditional definitions of...

Unlike traditional individual retirement accounts (IRAs), contributions are the predominant way investors open Roth IRAs, according to a new Investment Company Institute (ICI) analysis.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

BrightScope released a report on the latest trends in target-date funds (TDFs) that showed that in 2013, fees declined, assets rose and new TDF series were introduced to...

Same-gender couples with children are emerging leaders when it comes to family financial stability and successful long-term planning, according to a new analysis from financial services provider Allianz.

Half of defined contribution (DC) participants plan to work in retirement, according to State Street Global Advisors (SSgA).

More than three-quarters of small business employees who participate in their firms' 401(k) plans have well-constructed, appropriately diversified investment portfolios, according to Vanguard.

Retiring Baby Boomers helped push individual retirement account (IRA) rollovers to $324 billion during 2013, according to Cerulli Associates, with total IRA assets hitting $6.5 trillion by year’s...

Nearly three-quarters of employees (71%) think financial wellness should be offered to them, according to a survey.

Workplace benefits focus on older employees’ needs, even though Millennials exhibit the greatest number of financial challenges, a survey says.

The average number of investment managers sponsors have in their lineup is 3.9, a study says.

A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination testing for the 2012 plan year.

A new report finds that Pension Benefit Guaranty Corporation (PBGC) premium increases would negatively impact the defined benefit (DB) pension system.

Generations X and Y K-12 educators would prefer to learn about financial planning issues at work, and there are certain areas in which they need more education, a...

The state of the economy can impact the risk tolerance of a portfolio recommended by an adviser, a paper finds. 

A new analysis from the Employee Benefit Research Institute (EBRI) shows preretirement 401(k) account withdrawals often have a negative impact on long-term wealth accumulation.