Data & Research

A recent Cerulli report says that while "primary" retirement markets represent nearly $14 trillion in 2010, Cerulli identifies six niche markets currently representing $1 trillion.

A Genworth survey has found that more women than men feel financial wellbeing is important to maintaining a balanced life.

The Department of Labor’s Bureau of Labor Statistics (BLS) found that 64% of all private industry employees have access to retirement benefits, with 49% participating in a retirement...

The need for ongoing holistic service from a third party is leading many plan sponsors to opt for a retirement plan adviser that works on a fee or...

A MetLife study found only 16% of Baby Boomers employed by small businesses said that they are on track to achieve or have already achieved a financially secure...

An analysis by Fidelity Investments found 401(k) participants with a health savings account (HSA) accrued more than twice as much in their 401(k)s as the average participant.

The First Command Financial Behaviors Index report illustrates that the continuing economic turmoil is becoming a way of life for middle-class consumers. 

A recent study from State Farm found that fewer than fifty percent of Americans have a financial back-up plan in place.

Nearly 40% of the investment officers surveyed from public and private pension funds, endowments and foundations said they consider investment consulting when selecting a transition manager.

A recent University of Missouri study, sponsored by Prudential Financial, finds that Americans are more likely to retire after periods that may seem beneficial at first, but are...

One in 10 financial professionals said in a Principal Financial Group survey that their clients are easily able to visualize their financial dreams.

Use of the core/satellite investment strategy has helped drive the growth of exchange-traded funds, according to a recent study from Financial Research Corporation.

A recent study from The Hartford found increased participation among many Americans in 401(k)s and other defined contribution (DC) plans.  

A recent survey of U.S. consumers and financial advisers set out to measure differences in perception when looking at an adviser’s level of honesty, trustworthiness, ability to deliver...

Survey results from Fidelity Investments reveal more than half (55%) of current workplace savings plan participants say they would not be saving for retirement if they didn't have...

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...