Data & Research

Results from PLANSPONSOR’s 2013 DC Survey show retirement plan sponsors turn to advisers more for help with investments than for individual participant guidance.

Very few advisers have a succession plan, and it’s possible that regulation is needed to protect their clients and investors, a report says.

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

Risk averse and relationship wary, the young investors of Generation Y view advice and advisers with some skepticism, according to research.

Financial professionals working as outsourced chief investment officers (OCIOs) expect growing demand from non-pension clients in the coming years.

The adoption of smart beta exchange-traded funds (ETFs) is increasing among institutional asset managers, a new study finds.

A new study finds that for Hispanic Americans, the need to support elders and children is competing with the need to save for retirement.

A narrowing optimism gap puts advisers and investors in a more similar state of mind. Retention and improving service are top concerns.

New analysis concludes that Social Security benefits, along with 401(k) savings, can provide workers with an annual income level representing more than half of preretirement pay.

Most Boomers mistakenly think the Affordable Care Act covers the costs of long-term care in retirement, a survey says. 

Affluent investors are relatively confident about their preparation and expectations for retirement.

More than four in 10 (43%) financial advisers are either at or approaching retirement age, according to research from Cerulli Associates.

There is a strong connection between subjective life expectancy and retirement expectations, according to a new research paper.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

Signs of a brightening economy include investors planning to buy cars or homes, and making travel plans, a survey says.

Defined contribution (DC) plan sponsors were less active in certain areas in 2013 than in 2012, according to Callan’s 2014 DC Trends Survey.

Advisers note that consumer anxiety has a negative impact on financial planning and investment decisions, a survey of financial advisers finds. 

From a fiduciary perspective, defined contribution (DC) plan sponsors largely focused their time on fees and compliance in 2013, according to data from Callan.

Participants tend to stay in-plan for a time after retirement, research shows, and may need help deciding how to preserve and maximize their account balance.

More employees are participating in employer-sponsored retirement plans, thanks to plan design changes, but there are still improvements that can be made.