Data & Research

An Employee Benefit Research Institute (EBRI) study finds some Americans who were on track for a comfortable retirement are now at risk of running short because of the...

The first wave of Boomers, those born between 1946 and 1955, are entering retirement with 12% fewer assets than they had four years ago.

Research from Hearts & Wallets finds retirees struggling to understand how they should use money from various sources in retirement. 

A recent Charles Schwab survey indicates that men seek financial help less often than women, and also report making more financial mistakes.

A BNY Mellon/Finadium study found many retirement plan sponsors are reducing the benefits they offer or looking to rebalance funding between employers and employees.

An SEI Advisor Network  survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same. 

The Internal Revenue Service’s “Saver’s Credit” is available to low-to-middle income workers who are saving for retirement, yet very few workers who may be eligible know it exists.

Ninety-four percent of Americans are hoping to manage their money better this year, according to an ING survey. This is slightly higher than the global average; 89% of...

The vast majority of households surveyed by the Insured Retirement Institute and Cerulli Associates say they are unfamiliar with annuities or have no opinion of them at all,...

A third of those responding to a new survey worry about outliving their retirement nest egg, but only one in five plan to buy an annuity or other...

Defined contribution plan sponsors intend to improve company contributions, automatic features, and usage of Treasury Inflation-Protected Securities (TIPS) funds, according to a new report.

Seventeen percent of respondents to a recent TD Ameritrade survey said the recession of 2008-2009 forced them to delay saving and investing for retirement.

A review of the Form 5500 filings from 2008 confirms what even the most casual pension observer knows.

Seventy-one percent of those participating in a recent poll believe Baby Boomers should be encouraged to work past normal retirement age.

A new Harris Poll finds 22% of those surveyed pledging to save more for retirement,with 40% planning to save more overall in 2011.

Workers recently polled by AXA Equitable Life Insurance say they anticipate retiring at 61–four years later than in previous generations.

A new Deloitte survey underscores the extent to which sponsors are increasingly aware of their responsibilities to helping participants save for retirement.

Of the 14.8% of employers suspending their 401(k) match in recent years, 39.3% have restored them, and another 37.8% are planning to do so in the next six...

With mixed November market results, 401(k) participants continued to transfer funds from fixed income investments into equities, according to the latest data from the Aon Hewitt 401(k) Index.

Sixty percent of workers who only have a high school diploma report being offered a 401(k) or similar plan by their employer, compared to 78% of workers with...