Data & Research

The youngest and oldest working-age adults are the most confident in their ability to retire and maintain current lifestyle, a survey found.

More than half of Generation X and Generation Y consumers admit having little or no knowledge about investments and financial products, according to a LIMRA survey.

An analysis of 401(k) plans administered by Fidelity Investments shows the average participant balance increased to another record high by the end of 2012.

Couples may share love and commitment—but they don’t seem to share ideas about their retirement.

The Employee Benefit Research Institute (EBRI) has answered questions posed in a recent Senate committee hearing about retirement savings.

Investment managers worldwide are expected to grow less than 1% from net new money annually through 2017.

Global asset managers are cozying up to digital media for their sales and marketing strategies.

Win-loss survey data shows the proportion of plan sponsors remaining with the incumbent after conducting full 401(k) provider searches has continued to grow.

 Less than half (46%) of those in households making $50,000 per year or less have a retirement plan in place.  

Financial advisers may boost sales of 529 plans far more than plan assets and net sales suggest, according to a report.

A OneAmerica survey found that 44% of men are “confident” or “very confident” they will be able to comfortably...

The growing opportunity in IRA rollovers should be a key component of financial services firms’ strategies over the next five years.

Nearly half (47%) of Americans expect to receive an income tax refund in 2013.

Most U.S. households, whether invested in a retirement plan or not, agree that retirement savings incentives should remain a national priority.

Households are more likely to make account and investment adjustments at retirement and in the five years following, than in the five years before.

Today’s low interest rate environment can take a bite out of what would normally be a sustainable withdrawal rate in retirement, Morningstar said.

An increasing number of U.S. employers are planning to add Roth features to their defined contribution (DC) plans in 2013.

Mutual fund trustees may display favoritism toward funds from their own firms, said researchers at Indiana University at Bloomington.

Ameriprise Financial’s Retirement Check-In survey found many Americans may be financially ill-prepared for their dream retirement.

Investible retirement assets of U.S. households aged 55+ will nearly double, to $22 trillion by 2020, LIMRA research predicted.