Data & Research

 Plan automation solutions play a key role in the plan design process, a survey found.  

American households could face an income drop of 28% in retirement. 

Retiring Baby Boomer business owners to the north are far more active in preparing for retirement compared with the average Canadian.  

Sixty-nine percent of investors between the ages of 21 and 50 plan to work either part-time or full-time during their retirement years.

U.S. employers have lost confidence that employees will have sufficient retirement assets when they leave the workplace.

An analysis of trends and preferences indicates that tens of millions of Baby Boomers should look to Southern college towns for the ideal retirement location.  

The hangover from the recession and slow economic growth continues to erode employees' retirement confidence and overall financial wellness, according to the 2012 Financial Wellness Survey by the...

In a recent analysis of its client base, New York Life Retirement Plan Services found that despite a low interest rate environment, principal preservation investment solutions remain a...

Few Baby Boomers are optimistic that their financial situation will improve during the next five years, as 62% believe it will be about the same or that it...

Confidence and a positive outlook are important to the success of an individual's retirement plan.

More than eight in 10 U.S. households believe the current tax incentives to encourage retirement saving should be preserved, according to research from the Investment Company Institute (ICI).

Starting to save early is the one controllable means for securing a sound retirement. 

 The majority of financial advisers say their clients’ retirement portfolios are nearly recovered, but “the psychological scars run deep,” according to a poll from the SEI Advisor Network.  

Methodology helps manage longevity risk, maintain liquidity and better predict income for retirees.  

 Fifty-nine percent of the first Baby Boomers to turn 65 are at least partially retired.  

Corporate and government assets of defined contribution (DC) plans both have climbed for the second year, a report found.  

Continued economic uncertainty led all workers to dip into retirement savings, but minorities have been the hardest hit, according to a study.

Americans have a positive view of military veterans when considering a financial adviser, underscoring market demand for veterans in financial services. 

More than three-fourths of Americans familiar with retirement accounts are interested in investing their individual retirement accounts (IRAs) in alternative assets.

The 2008 financial crisis changed advisers’ and investors’ attitudes about variable annuities (VAs), according to a survey.