Data & Research

A report from the Investment Company Institute shows that in the first half of 2010, defined contribution plan participants’ loan and withdrawal activity rose slightly compared with the...

Women feel more overwhelmed, less confident and less in control than men when it comes to financial planning and retirement, a survey by the Penn Mutual Life Insurance Company...

New findings from MetLife’s 8th Annual Employee Benefits Trends Study show members of the working sandwich generation - those who are holding down a full-time job while raising...

Younger boomers still have time to recover from the 2008 economic downturn, but worry about control and stability in retirement more than older boomers.

Fifty-two percent of those in a recent Sun Life Financial poll expect to work at least three years longer than planned, and as many people expect to retire...

A Mercer survey found that about half (49%) of responding tax-exempt organizations offer top executives an employer-paid nonqualified retirement plan.

A new survey of employees and managers finds workers want supervisors who guide them with clear goals and provide them with the motivation and tools to get there.

Every adviser needs a plan – but what sort of plan are we talking about?  An investment plan?  A benchmarking plan? And how short- or long-term should a...

Fifty percent of U.S.-based financial services professionals are expecting higher bonuses for this year’s performance as compared to last year, according to a new survey.

Research from Fidelity Investments indicates investors are redefining how they measure financial success amid changing confidence levels and risk tolerance in today’s fluctuating markets.

A new study finds that auto-enrollment and auto-contribution escalation in 401(k) plans can result in a big improvement in retirement savings, depending on how they're implemented.

A new study finds one in five workers age 50 or above has retired from his old employment and moved into a new paying position, which researchers dub...

Being financially stretched continues to be the number one reason for not contributing to employee-funded retirement plans, according to a recent survey.

Half of respondents who don’t participate in a 529 plan say they have never even heard of the increasingly popular college savings vehicle.

Despite proactive savings behaviors, 66% of boomers polled by the Transamerica Center for Retirement Studies said they are less confident in achieving a financially secure retirement than they...

A Towers Watson survey found that a majority of workers (56%) would be willing to pay a higher amount from their paycheck to ensure a guaranteed retirement benefit.

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...

Independent registered investment advisers (RIAs) who have a strong, hands-on approach to technology are seeing more benefits than RIAs who spend more money on technology, yet use it...

When asked if auto-escalation beginning at age 45 would be appealing, 22% of defined contribution participants said they would be interested in a 1% increase every year.

Corporate Insight recently found that 45% of the asset management firms it tracks are employing social media in some way.