Data & Research

More than half (60%) of 401(k) participants age 55 and older believe they are ill-prepared for retirement, says new research.

Misconceptions about the Affordable Care Act, the need for long-term care and how to address the particular needs of women savers are opportunities for key discussions. 

Every racial group faces a retirement crisis, but people of color face particularly severe challenges in preparing for retirement.

Common assumptions for estimating retirement costs may inflate actual needs.

There is a sizable gap between preretiree expectations and the actual age of individuals leaving the U.S. work force, a new survey shows.

Customization is of growing interest to those adding target-date funds (TDFs) to retirement plan investment lineups.

A new report finds that more employers are institutionalizing their 401(k) investments lineups.

A new survey finds that most employees consider retirement income projections helpful.

A new research paper finds that defined contribution (DC) retirement plans, such as 401(k)s, play a growing and important role in...

More than half (55%) of Americans are in poor or fair condition when it comes to covering estimated essential living expenses in retirement, research finds.

The U.S. military population shows financial capabilities that outstrip national norms, a survey from the Financial Industry Regulatory Authority (FINRA) finds.

Analysis from the Center for Retirement Research (CRR) shows strong equity returns and modest housing price increases since 2010 have done little to improve most Americans’ retirement outlook.

Research from Cerulli Associates shows the registered investment adviser (RIA) channel growing at a much stronger rate than all other advisory business models.

A new survey from TIAA-CREF finds women are less confident than men that they are saving an adequate amount for retirement.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

A research paper examines the benefits of moving from a defined benefit (DB) plan to a defined contribution (DC) plan.

Research from the Investment Company Institute (ICI) shows a strong majority of Americans owning individual retirement accounts (IRAs) have developed a sophisticated retirement income strategy.

Involving family members in retirement planning brings peace of mind, according to a survey on how families approach future financial needs.

Data from the quarterly Allstate/National Journal Heartland Monitor Poll reveals many Americans are falling behind on key retirement savings goals.

Access to financial planning and financial wellness resources is important to enjoying a comfortable retirement.