Data & Research

The Institutional Retirement Income Council (IRIC) has published an issue brief outlining critical issues and questions that plan sponsors should consider when evaluating and choosing guaranteed lifetime income...

A new study sponsored found a significant shift in attitudes and actions regarding retirement in Americans since an initial study in 2001.

Shifting and uncertain retirement dates are becoming the norm in the American workforce, making it harder for employees to establish meaningful financial plans, recent MetLife research indicates.

Although regulatory changes to fiduciary responsibilities and disclosures loom on the horizon, plan sponsors of all sizes say that strong fiduciary support services falls low on the list...

The majority of workers with employee stock option, stock purchase, and restricted stock plans have sold shares obtained via their company’s stock plan in the past, but many...

The results of the 12th Annual Transamerica Retirement Survey reveal employer confidence is rising and it appears to be translating into a renewed commitment to retirement benefits for...

The Employee Benefit Research Institute (EBRI) found that the proposed tax reform regarding 401(k)-type retirement plans from the National Commission on Fiscal Responsibility and Reform would hurt both...

Vanguard’s "How America Saves" analysis highlights industry differences in plan design and participant behavior.

Cerulli's latest report, “Advisor Portfolio Construction Dynamics,” reveals that as advisers are building investment portfolios for their clients, they are using fewer asset managers in their practices.

Charles Schwab’s 2011 RIA Benchmarking Study found that meeting and adapting to regulatory changes was an impediment to growth, cited by 21% of firms for the first time...

Different approaches taken by European and U.S. regulators have created an "unlevel playing field" in financial services recruiting, according to research from Mercer. 

In a recent report, the Government Accountability Office (GAO) found most retirees rely primarily on Social Security and pass up opportunities for additional lifetime retirement income.

Northwestern Mutual’s financial literacy Web site, Themint.org, conducted a poll that found kids are much more satisfied by – and committed to – succeeding in school than managing...

The majority of respondents to a recent HighRoads survey indicated the Early Retiree Reinsurance Program (ERRP) subsidy either buys time to re-evaluate retiree medical plan strategies or has...

Advisers are looking for an increased level of support from their broker/dealers, says a survey from John Hancock Financial Network (JHFN).

A growing number of the American middle-class expects to work well beyond traditional retirement age, according to the First Command Financial Behaviors Index.

The results of Fidelity’s Couples Retirement Study show couples both approaching and living in retirement are struggling with overall communication, planning, and management of their retirement finances.

Based on a nationwide survey of more than 3,000 working adults, Putnam Investments has debunked several perceptions about American’s level of retirement readiness.  

Almost half (46%) of middle market plan sponsors who switched providers in 2011 say they did so to upgrade their plan, according to a recent Spectrem Group study.

Employer-sponsored retirement plans continue to shift away from defined benefit (DB) plans toward defined contribution (DC) and Roth 401(k) savings plans, according to SHRM’s 2011 Employee Benefits report.