Data & Research

A new survey finds a positive attitude about retirement positively affects savings habits and results.

Financial services consultants expect 18.5% of assets under management in 2016 will come from outsourced chief investment officer (OCIO) engagements, up from 12% in 2012.

Millennial women show strong interest in personal finance but often lack the confidence to take action alone on investment decisions, a study shows.

Research from Cerulli Associates, a Boston-based research and analytics firm, shows retirement rollover contributions to individual retirement accounts (IRAs) reached $321 billion during 2012.

A paper published in The Journal of Retirement argues that asset-allocation glide paths popularized in target-date funds (TDFs) fail to deliver superior end-point wealth.

A new research paper shows that the impact of using a mark-to-market accounting method for valuing pension liabilities will have a negligible effect on companies.

Participants in employer-sponsored retirement plans are prepared to reduce 401(k) account contributions to mitigate worries over health care expenses, the Mercer Workplace Survey finds.

Higher education institutions across the U.S. are enacting plan consolidations and refining features to drive down costs, a Transamerica report shows.

Retirement plan participants said that they control two-thirds of their assets by themselves without the assistance of an adviser.

The use of multiple asset-allocation models is essential to mitigate risk in a post credit crisis world, according to a new whitepaper from NEPC LLC.

Research from the Employee Benefit Research Institute (EBRI) reveals that more employees are preserving their retirement savings as they change jobs.

More than nine in 10 financial advisers continue to oppose a pending Department of Labor (DOL) rule change expected to broaden the definition of “fiduciary.”

A new global report suggests young workers lack the resources to start saving effectively for retirement, despite enthusiasm over employer-sponsored retirement plans.

Participation in employer-sponsored retirement plans has been generally stable since 2011.

More U.S. companies are formalizing plans to de-risk their defined benefit (DB) plans.

A new poll reveals employers who sponsor equity compensation plans have an important part to play in educating employees.

Regulatory changes and expectations of increased competition are redefining registered investment adviser (RIA) practices around the U.S.

The key to satisfaction with a formalized financial plan may simply be to write one, a new Spectrem Group research report shows.

Retirement plan advisers can assist people after retirement with rollovers and sensible spending strategies, a Vanguard paper said.

The first half of 2013 saw little change in saving and withdrawal activity among employer-sponsored defined contribution (DC) plan participants, an Investment Company Institute (ICI) study found.