Data & Research

Total U.S. retirement assets reached $19.4 trillion in third-quarter 2012, according to the Investment Company Institute (ICI).  

Supplemental, non-qualified retirement plans are important for executives earning more than $125K annually.

Employers are increasingly using 401(k) plan design strategies to simplify plan participant decision-making around enrollment, contributions and investing, a survey found.

 There is a stark contrast between the 1st Wave Baby Boomers, ages 57 to 66, and the 2nd Wave, ages 48...

A majority (80%) of investors polled say the U.S. government should make it a national priority to encourage Americans to save.

Rollovers into traditional individual retirement accounts (IRAs) are playing an important role as households consolidate retirement assets.

Most Americans are still more likely to consult a personal trainer than financial adviser, Allianz reports.

Adviser adoption levels of exchange-traded funds (ETFs) are guideposts to their fund evaluation and selection processes, a survey found.

Sustained low interest rates and market volatility are putting Americans’ retirement security at risk, according to Prudential Financial.

A Vanguard study finds defined benefit (DB) plan sponsors are planning fewer design and investment changes than two years ago.

Plan design coupled with product design can result in better outcomes for retirement plan participants, said Stephen Bozeman, senior product strategist at BlackRock.

Millennials need help to participate in employer-sponsored retirement plans, according to Wells Fargo.

Fewer U.S. families saved for education using 529 plans in 2010, and those who did tended to be wealthier than others.

When it comes to Baby Boomers and retirement preparedness, a little self-restraint and planning make a big impact on success.

Research suggests investors’ perceptions of the stock market affect whether they are invested for optimal retirement savings.

Working with an adviser and performing key retirement planning activities improve pre-retirees’ outlooks, a study suggests.

Millennials are motivated to save for retirement and would plan ahead if they knew more about their employer retirement benefit options, a study found.

The current focus on retirement plan costs to participants provides a growth opportunity for the use of institutional investment products in defined contribution plans.

Americans admit they are guilty of some bad financial habits, with not saving topping the list.

Curtailing the current tax treatment of retirement savings plan contributions will reduce employers’ willingness to sponsor plans and workers’ ability to save, a survey suggests.