Data & Research

Tim Noonan is fighting a war on disengagement.

Despite reports that too many retirement plan participants are dipping into their savings, most want to leave their savings intact, a poll suggests.

A lack of time is the main obstacle for people to do proper financial planning, says a study by Northwestern Mutual.

Eighty-seven percent of middle-income Americans ages 55 and older do not often contemplate or discuss their own longevity.

Executives need options like nonqualified deferred compensation plans (NQDCPs) to help them achieve their savings goals.

The Principal Financial Group finds retirement plan participants using mobile technology have better savings behaviors.

New research from Morningstar shows that delaying Social Security benefits can be valuable for retirees.

While fewer households are in debt, the amount of debt has increased for those that are, said a report from the U.S. Census Bureau.  

Clients sometimes wander away from the investment policy statement because of distorted perceptions of market volatility, Russell Investments found in an adviser survey.

Corporate Insight spends much of its time analyzing the retirement plan participant experience with plan providers.

The majority of workers polled for the 2013 Retirement Confidence Survey (RCS) indicated support for guaranteed income options in their retirement plans.

Separated defined benefit (DB) plan participants have been on the rise since 2004—a sweet spot for advisers targeting lump-sum distributions, research found.

Seventy-nine percent of Americans responding to an Edward Jones survey admitted they have committed a mistake with regard to their finances.

The youngest affluent investors don’t watch TV, listen to the radio or read newspapers. So how do advisers engage Generation Y?

Despite belief they will need to set aside a large portion of income to have a secure retirement, Americans seem unable to do so.

Twenty-two percent of workers in the 2013 Retirement Confidence Survey (RCS) say the age at which they expect to retire has increased in the past year.

Traditionally, each generation is typically wealthier than the previous one at any given age.

Relationships trump product development; soft skills trump hard ones; and self-motivation is key, said Texas Tech students in a Schwab survey.

Women of color, even those with access to employer-sponsored plans, are not prepared for retirement, a survey indicates.

While stable value funds are popular with retirement plan sponsors, more education about them is needed, a study found.