Data & Research

Money Brings Peace of Mind, But Worries Too

High net worth individuals are primarily concerned about the safety of their family, but they also have significant concerns about the protection of financial assets such as stocks, bonds, real estate, and other investments.

Women over 50 Can Lag in Annuity, Pensions

As a result of a difference in their length of time in the workforce, women who were older than 50 in 2006 were much less likely to have an annuity and/or an employment-based pension than men, according to a new study.

Switch From DB to DC Lowered Retiree Replacement Income

New research from the Center for Retirement Research at Boston College (CRR) suggests the change in the retirement landscape from predominately defined benefit plans to mostly defined contribution plan coverage has decreased both household pension wealth and retiree income replacement rates.

Firms Keeping Non-qualified Plans

A majority of employers have no intention of terminating their non-qualified executive retirement plans due to final Internal Revenue Code rules governing these arrangements, according to a survey released by Buck Consultants.