Data & Research

A study by The American College reveals small business owners show a strong bias for financial advisers of the same gender, with men exhibiting a stronger gender bias.

Four out of 10 employers expect to devote more time addressing retirement plan governance over the next two years. 

Americans could retire up to 10 years earlier and with a higher standard of living if they did so outside of the U.S.

Aon Hewitt released its 401(k) Index Observations for the month of November.

Forty-eight percent of Americans do not feel prepared for retirement.   

401(k) plan participants have adopted a more balanced approach to their portfolios, according to ICI and EBRI.

Despite widespread economic volatility in 2011, 80% of Americans in an Allianz Life survey said they will not focus on financial planning in their resolutions for 2012.

Most U.S. adults have at least one financial New Year's resolution. 

New research shows that economic recovery is being impeded by market-based retirement plans, such as 401(k)s. 

Generations X and Y have embraced the concept of self-directed retirement savings more so than their parents and grandparents.  

Eighteen percent of Americans say planning for retirement is an area they want to work on in 2012.

Creating a self-regulatory organization (SRO) to oversee investment advisers could potentially cost twice as much as adequately funding an enhanced Securities and Exchange Commission (SEC) examination program.  

The majority (61%) of middle-market retirement plan sponsors do not feel prepared for new fee disclosure rules. 

Americans close to retirement expect to retire six years later than current retirees did.   

During the period of 2005-2010 the typical defined contribution (DC) plan participant earned an average annual return of 3.76%.  

“Comprehensive” is a key word, according to a new Wells Fargo poll of affluent Americans regarding retirement; they might say they have a plan, but what does that...

In the face of prolonged economic instability, 403(b) plan sponsors are forging ahead with a variety of plan improvements.

Low-income workers receive more benefits when participating in a 401(k) plan, according to the Center for Retirement Research at Boston College.

Thirty-nine percent of Americans say the Social Security retirement age will jump to 80 by 2036.   

A report says companies will need to manage the effects global aging patterns will have on their workforce and customers.