Data & Research

Three-fourths (76%) of companies surveyed are somewhat or very likely to expand their focus on the financial well-being of their employees in 2014.

Military families with a financial adviser are more likely to feel confident about retirement than those not receiving advice, new research shows.

The funded status of U.S. corporate pension plans reached 95.2% in December 2013.

Interest in equities continued to grow through the end of 2013, especially with regard to retirement-based investments, year-end analysis shows.

Those in their early 20s carry just half the debt of those in their upper 20s, new analysis shows, but savings rates for both groups are decreasing.

Despite employees saying they will work into their retirement years, employers still have concerns about being shorthanded.

Research from the polling firm Gallup indicates that those who prefer to save money most may also have the most trouble doing so.

Investors at different income levels define wealth management services differently, research shows, increasing the risk of misunderstanding and client loss for advisers in the channel.

Assets in 529 college savings plans continue to set yearly records, but growth in both the adviser-sold and direct-sold channels is slowing, research shows.

A good plan uses the right architecture, and the right architecture factors in steering the behavior of participants, a paper says.

Greater numbers of 401(k) participants are investing in target-date funds over the long term, says a new report.

Consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution (DC) plans should take over the next year.

It is possible to estimate the amounts necessary to make the value of defined benefit (DB) plans equal to income paid by defined contribution (DC) arrangements.

Total U.S. retirement assets reached $21.7 trillion at the end of September, up 3.9% from the $20.9 trillion measured at the end of the June.

Many employees do not consider financial planning a top priority for 2014, according to a new survey.

When compared with their spouses, married men are 58% more likely to be a couple’s primary contact with a financial adviser.

Worries about recruiting and training new talent, as more Baby Boomers retire, top the list of challenges facing plan sponsors and advisers of 403(b) plans.

Many mid-market pension plans are considering de-risking, but still need to create a formal strategy.

A recent analysis from Russell Investments indicates that some companies still have confidence in their pension plans.

A majority of younger employees will change saving and spending habits after seeking financial advice, a survey finds.