Data & Research

Areas of focus are financial planning, investing and investor behavior.

Employers have boosted their contributions by 30%, a Kravitz report finds.

They deferred 90% or more of the maximum that could be invested in a defined contribution (DC) plan in 2017.

Nearly sixty percent have taken an early withdrawal from their retirement account.

A Bankrate.com study says about twice as many Americans are saving more now, compared to responses from the survey's 2011 debut. 

Overwhelmingly, employees surveyed by IonTuition agree with the statement, “I would like my company to offer a voluntary student loan assistance benefit.”

Sales of fixed indexed annuities came in 21% higher for the second quarter of 2018 compared with the first quarter results, according to LIMRA SRI data, shattering the existing quarterly record as a result.

The majority describe the American Dream as financial security for themselves and their family, and 54% think it is unattainable.

In addition, a mere 18% of workers are very confident they will be able to retire with a comfortable lifestyle.

The importance of workplace financial wellbeing programs jumped five points in the 2018 Consumer Health Mindset Study from Alight Solutions.

Fidelity finds that since 2008, the average savings rate among employees automatically enrolled has risen from 4% to 6.7%, and 63% of automatically enrolled participants in the past 10 years have increased their savings rate.

Younger Baby Boomers and Gen Xers are the most stressed about retirement, a Bankrate.com survey found.

Forty percent say this information is “very important” when selecting a mutual fund, ICI found in a survey.

Earning additional income is their primary reason why, a survey found.

While employers cited rising health care costs followed by outliving retirement savings as their biggest concerns for employees' retirement readiness, TIAA says surprisingly few have built retirement plan offerings that solve for these challenges.

Younger workers who came of age during the Great Recession are now making decisions that will have a lasting impact on their ability to generate wealth, including their ability to prepare for retirement, according to a new survey.

Fifty-two percent think they will be able to retire at their ideal retirement age, and 52% say they either somewhat or strongly agree that their savings will last throughout their lifetime.

To help employees achieve their savings goals, 82% of sponsors are making changes to plan design, and 83% are updating their investment menus.

Financial needs topped the reasons older people surveyed by AARP said they are working or looking for work.

A study looks at the hourly wage gap between college and high school graduates, and researchers suggest policy options to boost retirement savings that include financial literacy training, among other things.