Data & Research

According to a report from HSBC, many Americans are unwilling to allot enough time to long-term financial planning, leaving them at risk for a fiscally challenging retirement.

Research from asset management firm American Century Investments indicates the use of alternative investment strategies by financial intermediaries is widespread and growing.  

A Transamerica survey found that despite the pessimistic retirement outlook among many American workers, more than one in five (21%) expect to retire before age 65. 

American workers ages 18-36 are more interested in having a guaranteed retirement income feature in their retirement plan than those 45 years of age and older, a recent...

A survey of plan sponsors at private colleges and universities found 95% of respondents include a 403(b) plan option in their retirement savings plan.

Despite steep losses in the stock market in September, net 401(k) participant transfers were very modest, according to the Aon Hewitt 401(k) Index Observations report.

“Measure of Millennials,” a study released by the iOMe Challenge organization, finds that Millennials (those ages 18-29) are finding it a challenge to save for retirement.

In Sun Life Financial’s latest Unretirement Index, one in five working Americans say they will never retire.

Three-quarters of companies that had suspended their employer-match in defined contribution plans have reinstated the match to its full amount, with one quarter bringing it back at a...

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.