Data & Research

A new survey by Hewitt Associates found that how companies leverage their compensation and benefits programs during mergers and acquisitions plays a critical role in retaining key talent...

Regulatory changes and the recent economic downturn have led to changes in retirement plans sponsored by health care employers.

A report released from Barclays Wealth shows that high-net-worth Americans are not as inclined to a traditional retirement as was once the norm.

In a study released by Ameriprise Financial, “New Retirement Mindscape II,” researchers found that pre-retirees working with a financial adviser are taking many more steps to prepare for...

The annual Mercer Workplace Survey revealed that while participants in employer-sponsored benefit plans are optimistic about the direction of the U.S. economy, they are not confident with their...

Assets in defined contribution plans will see double digit growth from 2011 to 2015, according to Financial Research Corporation's (FRC's) FRC Monitor — Strategic Planning issue.

In its survey, “Wealth in Black America,” Northern Trust found that affluent Black Americans feel more responsible for financially supporting family members than other affluent households, but have...

At the PLANADVISER National Conference, retirement plan advisers got to hear straight-talk from four plan sponsors about what they expect from their advisers.   

The average IRA account balance in 2008 was $54,863, while the average IRA balance of all accounts from the same person combined totaled $69,498, according to new Employee Benefit...

The Internal Revenue Service is holding a phone forum on SIMPLE IRA plans.

The 53rd Annual Survey of Profit Sharing and 401(k) Plans indicates plan sponsors are concentrating more on investments.

Research from Spectrem Group found high-balance retirement plan participants aren’t showing much loyalty to their plan providers when rolling over their money.

A recent survey found that the vast majority of investors do not know which financial professionals are held to official “fiduciary standards.”  

New research finds the average ESOP participant has 20% more defined contribution assets than the average participant in a non-ESOP DC plan, and far less comes out of...

A majority (55%) of 401(k) plan participants surveyed say they would use free personalized advice if their employer made it available. 

A survey conducted by Rydex|SGI's AdvisorBenchmarking of 427 registered investment adviser (RIA) firms found their average assets under management (AUM) increased by 28% from 2008 to 2009.  

Even though ESOPs were not immune to impacts of the recent recession, leaders of ESOP companies still feel strongly that their company is better off than their non-ESOP...

Ameriprise Financial’s second New Retirement Mindscape study finds significant changes compared to 2005 among those three to five years away from retirement.

Russell Investment’s quarterly “Financial Professional Outlook” survey of financial advisers indicates this is the most challenging time in many advisers’ careers.

Some 72% of employers in a recent poll have adopted auto plan features, with 51% using auto enrollment and 71% deferring participants into a target-date fund.