Data & Research

 Only 9% of more than 5,000 investment strategies achieve the highest environmental, social and governance (ESG) ratings, according to an analysis performed by Mercer’s Investments business.   

The average employee 401(k) contribution rose slightly in 2011 to $5,750, up from $5,680 the year before, reported Fidelity Investments.

More than four out of five investors who work with a financial adviser indicate a high level of trust in those professionals (82%), according to a John Hancock...

Pension plan sponsors view controlling funded status volatility as the top priority for their organizations, reports an SEI Quick Poll.  

 The share of plan assets in company stock fell seven percentage points for KSOPs because of the diversification provisions in the Pension Protection Act of 2006 (PPA2006). 

Retirement plan sponsors who conduct marketplace reviews with finals presentations are 55% more likely to remain with their current provider today than they were as recently as four...

A growing number of New York City residents don’t have enough money to retire, according to a new study.

Eighty-four percent of polled executives responsible for 401(k) plans say only some or very few employees will be financially prepared for retirement.

 Fifty-four percent of Hispanics report they feel “not very” or “not at all” prepared for retirement.   

Ninety-six percent of workers who take part in individual benefits counseling sessions say they better understand their benefits as a result. 

Nearly 1.5 million participants within Bank of America Merrill Lynch’s proprietary 401(k) business are actively contributing to their 401(k) plans.

More than three-quarters (76%) of financial advisers who moved to an independent business model report they are better off financially, according to a Fidelity Investments study, “Fidelity Insights...

Two-thirds (66%) of those who work with a financial adviser have an understanding of how much of their retirement savings they will withdraw annually at retirement.

Total asset levels in the U.S. retirement market grew 9.6% from 2009 to 2010, totaling $15.8 trillion as of end of year 2010.

U.S. workers’ financial worries are impacting their work performance and retirement savings plans. 

Retirement plan participants are in need of direct, simple guidance to help them reach their retirement goals, according to State Street Global Advisors’ (SSgA) Defined Contribution (DC) Investor...

Cutting debt and saving more are top priorities for Americans in 2012.

Men and women are preparing for retirement in very different ways, according to research released by Ameriprise Financial.

The recent economic recession impacted many Gen Xers’ financial savings, according to a report.

Thirty-eight percent of affluent investors responding to Merrill Lynch's Affluent Insights Survey said a less volatile stock market would encourage them to start saving more for retirement.