Data & Research

Roth 401(k) plan features are gaining in popularity, Aon Hewitt research finds.

More than half of retirees say they have withdrawn funds from retirement accounts, usually to cover short-term expenses, without a strategy in place to mitigate longevity risk.

Defined contribution (DC) plan participants seem committed to keeping their savings in tact as DC accounts make up a growing percentage of U.S. retirement assets.

A new analysis from Putnam Investments, reviewing years of income replacement projection data, finds many retirement savers missed out on recent market surges due to low equity allocations.

Human capital is a key factor in asset allocation, says David Blanchett of Morningstar Investment Management.

Data does not suggest a strong connection between increases in contribution limits and the creation of new retirement plans, according to a U.S. Government Accountability Office (GAO) study.

Nearly three in four Americans (73%) say they are not more inclined to invest in the stock market, even after a stellar 2013, according to new research from...

Nearly half of American workers feel stressed about their finances, says a new Principal Financial Group analysis, although worry seems to diminish among those seeking professional advice.

Increasing health care costs are predicted to exceed the Social Security benefits of middle-class American retirees, new research finds.

A new study from the Financial Planning Association's (FPA) Research and Practice Institute finds financial advisers are not completely in control of their time and business operations.

Almost half of investors say they need investment advice, want an adviser they can trust and do not understand how the compensation works, according to Cerulli Associates.

A study by the National Association for Retirement Plan Participants (NARPP) finds a low level of financial literacy among retirement plan participants.

The most effective way to increase participation in retirement plans is to provide all workers with access to one and automatically enroll them, a research report suggests.

Employees who invest in target-date funds (TDFs) through their employer-sponsored defined contribution (DC) plan feel more confident about meeting retirement goals, says a new study.

Generation Y and Millennial workers are taking responsible actions for their financial future.

More multiemployer pension plans have a favorable projected funding status for 2014.

Investment consultants polled for an annual PIMCO survey voiced near-unanimous support for the use of alternative investments, especially in custom target-date and target-risk strategies.

A new analysis from financial research and analytics firm Cerulli Associates finds adviser migration may grow independent channels to 38% market share by 2016.

Americans are often passive about financial education and financial literacy, which can negatively impact their chances for living a comfortable retirement, a new study finds.

The seventh release of the “Adviser Insights” study from Fidelity Investments suggests financial advisers are enjoying the highest levels of compensation and assets under management since 2007.