Data & Research

Less than half (43%) of Americans who are actively planning for retirement intend to meet with a financial adviser to review investment strategies this year.

Nearly half of women (48%) do not have any retirement strategy at all, according to a study from the Transamerica Center for Retirement Studies.

Part of what may be fueling women’s lack of retirement confidence is a lifelong concern about taking care of...

A survey indicates the recently mandated retirement plan fee disclosure notices did little to increase participants’ knowledge.

A set of reforms should make the saving incentives offered to retirement plan sponsors and participants more effective at a lower cost, a report said.

In 2012, 72% of households owning mutual funds owned them through employer-sponsored retirement plans.

Penton’s Advisor Confidence Index (ACI), which measures advisers’ views on the economy and the stock market, rose by 8.4% in February.

The most researched investments in 2012 on Morningstar platforms showed growing interest in U.S. equities.

Investors using both a workplace savings plan and an individual retirement account (IRA) show a combined average balance of $225,600 as of December 31.

Understanding the financial status of a defined benefit (DB) plan requires understanding how smoothing methods have affected the plan’s reported data, a report finds.

A recent CareerBuilder survey finds the majority of workers plan to continue to work after they reach retirement age.

Americans are highly supportive of pensions and see these plans as a way to improve retirement readiness, a survey found.

Retirement plan costs have declined over the past year, according to figures from the 401k Averages Book.  

Only about half of Americans have good savings habits, and many are not saving enough for retirement.

One-quarter (26%) of U.S. adults use social media for personal finance and investing purposes, according to Cogent research.

Some executives dreaming of their golden years are unsure when those years will actually start, a survey found.

American families headed by...

Pressure to support adult children and/or aging parents has some Baby Boomers struggling to afford their own retirement, a survey shows.

Married individuals are more likely than singles to have retirement savings and are also more confident in their retirement outlook.

The ripest sales opportunities for advisers may be men and women, age 35 to 64, with incomes of $150,000 to $249,000, according to Nationwide Financial.