Data & Research

Looking ahead to retirement, investors have several financial concerns.

Advisers rank acquiring the right back-end resources and technology as a top business challenge, according to the 2012 Scottrade Advisor Services RIA Study.

In 2011, the percentage of workers participating in an employment-based retirement plan was essentially unchanged from a year earlier.

Asset management firms with more than $1 billion in assets are driving registered investment adviser (RIA) channel growth.

Choosing to accelerate plan contributions, financed through borrowing, could benefit many defined benefit (DB) plan sponsors.

Defined benefit (DB) plans are prevalent in the health care market, offering opportunities for advisers to help with plan sponsors' concerns.

A 4% spending goal may still be a reasonable starting point for investors who follow a total-return spending approach, a research paper concludes.

As older workers increasingly delay retirement, companies may find themselves grappling with an aging work force.

Reenrollment in a QDIA can help improve plan diversification, according to a Vanguard research paper.

A Cogent Research study provides insight into what DC plan participants want from their plans and plan providers.

A significant number of investors are lowering their expectations for their retirement lifestyle.

Generation X and Generation Y account for 55% of the participants in defined contribution (DC) plans administered by MassMutual.

Three out of four adults said they prefer to receive retirement plan information on paper.

The U.S. institutional market is projected to increase 36%, to $18 trillion, within the next five years.

“Auto-enrollment is very important to the future of 401(k)s,” contends J.J. McKinney, Retirement Strategies Inc.

Risk management continues to be a driving force behind registered investment advisers’ (RIAs’) approach to structuring client portfolios.

Saving and spending behaviors fluctuate wildly, setting the stage for varying levels of retirement confidence among Americans, a study found.

The LGBT community is concerned they may not be able to maintain their lifestyle in retirement and could outlive their savings.

Adult children and their parents struggle to communicate about retirement planning, providing care for elderly parents and inheritance strategies.

 Retirement benefits remained mostly intact during the Great Recession.