Data & Research

Plan advisers are, for the most part, satisfied with their current providers. 

Nearly 60% of non-retired investors working with a financial adviser want experts with retirement income credentials, a survey found.

Fifty-six perfect of investors polled by ING said saving for retirement is harder than running a marathon.

Two-thirds (65%) of middle-income ($40,000 to $99,999) American workers are saving less than 5% of their annual income for retirement.

Social Security may play a greater role in retirement security for future retirees, but many are uninformed about maximizing this benefit. 

Discussing health care costs in retirement is new for many advisers, and few say they have the knowledge and resources to do it well.

Passive exposure will grow to 37% of adviser-managed holdings by 2020, research found.

Many participants have an incorrect view about what they will get from a target-date fund (TDF).

The investment allocation of individual retirement accounts (IRAs) varies according to several factors, but the difference between genders is minimal.

Nearly four in 10 adults say they are “not too” or “not at all” confident they will have enough income and assets for retirement.

Employers and employees face two main obstacles for retirement saving: tough economic times and ineffective education.

Arnerich Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”

The mass affluent are expressing less anxiety about retirement and health care costs than they did six months ago.

Retirees across all income groups are collecting more retirement income from employer-sponsored retirement plans than in the mid-1970s.

Defined contribution (DC) plans could improve participants' retirement outcomes by adopting practices of defined benefit (DB) plans and other institutional investors.

Seventy percent of people surveyed in Europe and the United States believe workplace retirement plans are “somewhat” or “extremely” important.

More than a third of Americans could live at or near poverty in retirement, according to Wells Fargo’s annual survey on retirement planning attitudes and behaviors.

The goals and designs of defined contribution (DC) plans are evolving as defined benefit (DB) plans are increasingly replaced.

 Despite being more concerned than men about the potential risks they face in retirement, fewer women complete basic retirement planning activities.  

Risk parity is an alternative form of portfolio management that allocates capital based on the underlying risk of asset classes, rather than anticipated returns.