Data & Research

Some workers are making ends meet by foregoing long-term savings, according to a recent CareerBuilder survey.

A recently released study from Pulse Logic set out to explain why independent registered investment advisers (RIAs) have more assets under management than broker/dealer affiliated advisers.  

Defined contribution plans in 2015 will be better-suited to help participants achieve a successful retirement, according to Diversified's Prescience 2015: Expert Opinions on the Future of Retirement Plans.

Participant withdrawal and contribution data indicate that essentially all defined contribution plan participants continued to save in their retirement plans at work in the first quarter of the...

In its semi-annual Affluent Insights survey, Merrill Lynch found younger affluent investors (between the ages of 18 and 34) are much more concerned about their financial security than...

A recent study from Hearts & Wallets found that affluent investors, ages 40–60, are saving for financial freedom rather than a traditional retirement. 

Only a small proportion of companies take cultural issues into consideration as part of their integration plans for mergers and acquisitions (M&As), a Mercer survey has found.

Whether it was the debt crisis or the markets, participant transfers have perked up in recent days. 

Recent data from the Employee Benefit Research Institute (EBRI) shows many Baby Boomers are staying in the workforce past the traditional retirement age of 65.

An analysis from Mercer finds participants who were automatically enrolled in their plan and participate in an automatic contribution increase program have are contributing more than those who...

Plan leakage can significantly reduce the probability that low-wage-earning participants will successfully be able to replace enough of their income in retirement, even after 31-40 years of plan...

A report from Financial Finesse argues that many employees are putting significantly more focus on retirement planning, having addressed their immediate financial concerns.

The process of selecting and monitoring investment options continues to be a priority for retirement plan sponsors, according to research from Aon Hewitt.

Automation has become standard in many defined contribution (DC) plans, according to a recent report from Aon Hewitt.

A survey from Aon Hewitt finds that defined contribution (DC) plans are now the primary retirement savings vehicle for the majority of workers, up substantially from 2009.

A recent Cerulli report says that while "primary" retirement markets represent nearly $14 trillion in 2010, Cerulli identifies six niche markets currently representing $1 trillion.

A Genworth survey has found that more women than men feel financial wellbeing is important to maintaining a balanced life.

The Department of Labor’s Bureau of Labor Statistics (BLS) found that 64% of all private industry employees have access to retirement benefits, with 49% participating in a retirement...

The need for ongoing holistic service from a third party is leading many plan sponsors to opt for a retirement plan adviser that works on a fee or...

A MetLife study found only 16% of Baby Boomers employed by small businesses said that they are on track to achieve or have already achieved a financially secure...