Data & Research

Asset managers are considering creating positions dedicated to covering smaller consultants and high-end retirement specialist advisers.

Twenty-seven percent of affluent Americans are unsure how much to save or invest to meet their future needs.

An analysis of proposals to change the tax treatment of 401(k)s indicates a negative impact on participant accounts.

Thirty-five percent of Americans think it is possible for a middle-income family to save for a secure retirement. 

Nearly half (49%) of all employees say, because of the economy, they are counting on employers’ benefits programs to help with their financial protection needs.  

According to the Commonfund Investor Outlook Survey, institutional investor expectations for 2012 remain strong.  

Most advisers and their clients have different opinions on how a portfolio’s performance should be measured, according to Russell Investments’ latest quarterly survey of U.S. financial advisers.

 Forty percent of Americans are concerned they will have to work during retirement to pay for living expenses. 

Americans understand they have more responsibility than ever for their retirement security, but they expect the government to provide a social safety net. 

Many defined contribution (DC) plan investors lack key information that could help them plan for their retirement. 

The 22nd annual Retirement Confidence Survey (RCS) by the Employee Benefit Research Institute (EBRI), found workers’ confidence in their ability to afford a comfortable retirement is stagnant at...

A survey by Mercer found that 41% of organizations with assets below $500 million are considering investment outsourcing. 

Invest n Retire, LLC has been a big proponent of using exchange-traded funds (ETFs) in defined contribution (DC) plans, and now it has data to support its stance.

Workers are slow to embrace new technologies to help them manage their finances.

The 22nd annual Retirement Confidence Survey (RCS) finds that Americans’ confidence in their ability to afford a comfortable retirement is stagnant in the face of more immediate financial...

The age workers plan to retire continues to see a slow upward trend.     

Cerulli Associates’ latest U.S. asset management research found top-tier retirement specialist advisers share more in common with institutional consultants than with other advisers.

Only 39% of investors between the ages of 21 and 50 are confident that they will have enough money for retirement.

 The Government Accountability Office (GAO) recommends the formation of an interagency task force to coordinate existing research, education and outreach efforts to foster small-employer retirement plan sponsorship.   

Fifty-eight percent of investors say they have “little” to “no” control over their ability to build retirement savings.