Data & Research

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.

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.