Data & Research

Being eligible to participate in a 401(k) is critical in closing the retirement savings gap for Generation X, according to the Employee Benefit Research Institute (EBRI).

When choosing investment products for retirement, male Boomers care most about rate of return followed by the investment’s past performance, a survey found.

Women’s confidence in their retirement preparedness has slipped, and they are still behind men in terms of how much...

More advisers should be bound by the Employee Retirement Income Security Act (ERISA) fiduciary standard, a survey found. 

Plan sponsors should not rely on replacement rate studies when differentiating plan providers, a research paper contends.

One out of every two Americans surveyed is not looking forward to retirement.

Default deferral rates in 401(k) plans with automatic enrollment led to higher participant retention, according to a study of New York Life Retirement Services’ clients.

Workers are making progress in closing the gap between the money they’ll need in retirement and what they are on track to accumulate.

Nearly half of all employers (47.2%) have conducted an analysis to determine how health care reform legislation will impact their health care plan costs.

Save for the future was the top piece of life advice retirees would pass along to younger generations, a survey found.

Employees are willing to give up a percent of their salary in exchange for retirement income, a survey found.

Adopting the perfect mix of stocks and bonds for retirement investments is not the greatest guarantee of saving enough for a secure retirement, a...

Current workers expect to be worse off in retirement than current retirees.

Health care costs and low interest rates have reduced investors’ ability to save for retirement or will cause a delay, a Wells Fargo poll found.

The American Society of Pension Professionals & Actuaries (ASPPA) is challenging the assumptions behind a report about retirement plan fees.

LGBT (lesbian, gay, bisexual and transgender) non-retirees reported confidence in retirement savings as well as a need for specialized advice, a survey found.   

Health care spending in the U.S. is expected to grow at a historically low rate of 7.5% next year.

Plan fees account for nearly one-third of an investor’s potential returns, a paper found.

Multiple Employer Plans (MEPs) bring expert fiduciary governance and economies of scale to retirement plans of all types and sizes.

Designing an employee benefits package to attract and retain people who drive profits makes sense, according to Bob Westbrook, financial planner at Strategic Wealth Associates.