Data & Research

A LIMRA survey revealed that many Americans who have access to an employer-sponsored defined contribution plan do not take full advantage of the tax-deferred savings.

The Financial Industry Regulatory Authority (FINRA) issued an alert to investors, encouraging them to increase their 401(k) contributions.

The results from Diversified’s Report on Retirement Plans – 2011 show nearly one-half (48%) of larger companies have implemented automatic enrollment, and an additional 36% are considering implementing this...

Non-retired Americans are showing a clear desire for guaranteed income in retirement, according to a survey by Allianz Life Insurance Company of North America.

An ING survey found that one quarter of Americans (28%) say nothing has gotten in their way of saving for retirement.

A MassMutual study found that Hispanics are twice as likely (22%) as the general population (13%) to say they struggle between saving for their children’s college education and...

Surveyed registered investment advisers (RIAs) said that the top reason investors choose to work with an independent RIA is because of the fiduciary responsibility that comes with the role....

The latest report from Hearts & Wallets contends that more wealthy investors are questioning the value of professional financial advice as a result of their shrinking assets.  

A survey released by Natixis Global Asset Management found nearly half of American investors fear losing money due to market volatility.

For the vast majority of family financial decision makers, paying for college ranks far above saving for future medical expenses or retirement, according to a study from MassMutual.

According to the Employee Benefit Research Institute (EBRI), participation of workers in individual-account 401(k)-type plans, which had grown sharply through the 1990s, leveled off from 2005-2009. 

The portion of full-time workers ages 21‒64 who participated in an employment-based retirement plan remained stable at 54.5% in 2010, according to the Employee Benefit Research Institute (EBRI).

Four in ten pre-retirees between the ages of 56 and 65 who took Metlife’s “Retirement Income IQ” quiz believe that they will...

In an Edward Jones survey, 34% of Americans said they don’t know what percentage of their savings they will need to withdraw annually in retirement to maintain their...

A joint report from the Insured Retirement Institute (IRI) and Cerulli Associates concludes that variable annuities can provide advisers flexibility in creating a retirement income strategy for clients....

A recent survey from Allianz Life Insurance Company of North America found that 51% of non-retirees are questioning if 401(k), 403(b), and 457 plans are adequate ways to...

Vanguard research on diversity and retirement saving and investing shows that automatic employee enrollment into company 401(k) plans raises participation for all racial and ethnic groups.

Vanguard research shows that returns of a balanced portfolio, 50% equity/50% bonds, have been statistically equivalent in times of economic recession or expansion since 1926.

Bill McInturff, a partner at polling firm Public Opinion Strategies, told a group of reporters that it is upsetting and unsettling to see that a lack of confidence...

Investor optimism has plummeted according to Wells Fargo/Gallup poll, which found two in three investors are feeling a loss of control in their efforts to build their savings.