Data & Research

U.S. employees’ retirement preparedness remains low despite a positive trend in employees improving their finances and putting greater emphasis on retirement, according to Financial Finesse.

A survey of companies with Employee Stock Ownership Plans (ESOPs) found that they continue to have increased share value, better productivity, and overwhelming support among company executives.

According to CouponCabin’s first "Savings and Spending Report," 45% of U.S. adults said they feel less financially secure than they did one year ago, with 16% saying they...

The majority of Americans think that planning for retirement is easier for those who are not married, according to Charles Schwab’s latest quarterly retirement pulse survey findings.

Few defined contribution investment managers are effectively positioned to grow market share, according to Cogent Research.

Research from Fidelity shows that while nearly eight in 10 nurses (79%) feel secure about their jobs and their financial future, more than seven in 10 (71%) do...

Private industry employers spent an average of $28.13 per hour worked for employee compensation in June 2011, according to the U.S. Department of Labor's Bureau of Labor Statistics.

While four in five employees say they have adequate life insurance coverage, 45% of working women and 28% of working men with life insurance have not evaluated their...

A nationwide survey of nearly 200 health care plan sponsors found that two-thirds of their employees participate in retirement plans, with participation in 401(k) plans slightly higher than...

An analysis from Charles Schwab shows a growing number of employers are providing their employees with value-added 401(k) plan features that help drive positive plan participation and savings...

The PNC Financial Independence Survey found only 18%  of Gen Y members are confident they will have enough money to live comfortably when they are ready to retire.

A study from the National Bureau of Economic Research (NBER) found that providing peer information increased retirement savings of non-unionized recipients but decreased savings of unionized recipients.

Seventy-eight percent of all retail advisers are presently using alternative investments within client portfolios, according to a recent report from Cogent Research.

Bank of America Merrill Lynch’s latest 401(k) Contribution Activities Scorecard shows that as of June 30, 2011, nearly 1.5 million participants are actively contributing to their 401(k) plans.

401(k) participants who invested in target-date funds (TDFs) overwhelmingly tend to stick with these investments over time, according the Employee Benefit Research Institute (EBRI).    

The latest Citibank Economic Pulse survey found that three years after the downturn began, 44% of Americans feel less financially secure now than they did at the start...

An annual report examining SEC-registered investment advisers found that, although the total number of RIAs declined for the first time since 2001, the total assets under management (AUM)...

Spectrem Group reports that its Spectrem Affluent Investor Confidence Index fell nine points in August to -18, its lowest level in a year.  

Financial advisers often miss the opportunity to speak to their clients about the important role life insurance products can play in financial planning, according to a recent survey...

Nearly seven in 10 Americans (68%) say they will give more sparingly to charity in the coming months, according to a study conducted by Campbell Rinker on behalf of...