Data & Research

Research from the Transamerica Center for Retirement Studies found many workers are planning to work past - or through - their retirement years.

A UBS Survey found that a large majority of equity compensation participants feel strongly that a comprehensive understanding of their plan will help them reach a secure retirement....

The Financial Research Corporation (FRC) found that net flows into 529 college savings plans have increased by 75% over the past two years.

Eighty-six percent of employees surveyed by Financial Finesse said they have at least some financial stress.

Less than half of affluent investors are completely satisfied with their current employer-sponsored retirement plan provider, according to a new report released by Cogent Research.

Fidelity Investments announced two records set among Fidelity-administered 401(k) plans.

 The share of defined contribution plan participants that stopped making contributions in 2010 was significantly lower than the share that stopped contributing in 2009.

A recent working paper published by the National Bureau of Economic Research critically analyzes previous attempts to explain conversions of government pension provision systems, or social security systems,...

A Sun Life Financial survey suggests that over nine in ten American workers either have no idea what their health care costs are likely to be in retirement,...

Having a goal for retirement savings can cause participants to be more engaged in actively planning for their retirement, according to a survey from Diversified’s Retirement Research Council.

Women’s confidence in their ability to plan for retirement has reached a three-year high, with 69% of women rating their confidence level as good or very good, according...

Though employees are expected to take on more decision-making and financial responsibility for their employee benefits, employee education and communications have become a much lower priority for employers.

When asked to categorize a list of personal and financial concerns, 64% of survey respondents said “needing to save for retirement” is “highly important,” though eight other choices...

A 2009 follow-up survey of households that completed the 2007 Survey of Consumer Finances (SCF) found changes in families’ savings intentions or behavior, their tolerance for financial risk,...

Despite improved finances overall, research from Financial Finesse shows only 15% of employees are confident they are on track to meet retirement goals.

More than seven in ten 401(k) plan participants said they do not pay fees to plan providers in a recent AARP survey.

Aberdeen Asset Management surveyed financial advisers and found that more than 75% would like more information on closed-end funds.  

Transamerica surveyed benefits directors and found that many believe their organizations do not do enough to help employees make critical decisions at the point of retirement.

Affluent investors in the Gen X demographic – between the ages of 29 and 44 – using advisers saw significantly less growth in their portfolios last year than those...

The Center for Retirement Research has found that defined contribution plans may have a role in the public sector, but in combination with, not as an alternative to,...