Data & Research

As increasing health care costs compete with retirement savings, health savings accounts (HSAs) can be a tool for a holistic health and retirement benefits plan.

Advisers controlled 28% of all defined contribution (DC) retirement plan assets at year-end 2013, according to research from global analytics firm Cerulli Associates.

The results of Fidelity’s “Millennial Money Study” show one in four Millennials trust no one when it comes to financial advice.

Move over, retirement, younger adults ages 18 to 34 have other financial concerns to save for, according to a survey from the nonprofit Consumer Federation of America.

More than half of independent registered investment advisers (RIA) view technology as a front-office function and a key component for delivering quality client experiences.

There is considerable variation in the challenges workers face in preparing for retirement, according to the Bipartisan Policy Center (BPC), making effective employer-provided support difficult.

Data from 2012 Form 5500 filings of retirement plans provides evidence of the increasing coverage of employees by defined contribution (DC) rather than defined benefit (DB) plans.

An Investment Company Institute (ICI) study finds a clear link between the savings goals of employees and the likelihood that they work for an employer that sponsors a...

They’re scarce now, but the rise of the account-specific tablet applications (apps) for retirement plans will come, says Corporate Insight.

Maximizing growth is the number one priority Baby Boomers have for their retirement assets, according to the MFS Investing Sentiment Insights Survey.

Millennials are famous for being highly risk-averse investors, but new research from Hearts & Wallets LLC suggests the youngest investing cohort is ready for more risk.

Taking a retirement plan loan can have a big impact on a participant’s retirement income, especially if the participant does not pay the loan back or stops contributing...

Workers in Generation Y want advice on budgeting, saving and how to manage student loan debt, says TIAA-CREF, but they aren’t necessarily eager for professional advice.

Retirement investors are, for the most part, willing to sacrifice some overall returns to secure more predictable portfolio outcomes, according to Natixis Global Asset Management.

Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4 trillion measured on March 31.

A new study suggests it is a lack of awareness among college students and young professionals, not a lack of interest, which has led to the advisory industry’s...

Women rarely take steps to maximize Social Security benefits, and only about a third say they work with a professional financial adviser, research finds.

A new Schwab Advisor Services study explores industry attributes that attract professional financial advisers to the registered investment adviser (RIA) profession.

Defined contribution (DC) plan sponsors are already adopting defined benefit (DB) best practices in plan design, but plans could benefit from more DB-like investing and communication.

Research from financial analytics firm Cerulli Associates shows more than a quarter of 401(k) participants look to their plan’s recordkeeper as their primary source of retirement advice.