Data & Research

Half of respondents who don’t participate in a 529 plan say they have never even heard of the increasingly popular college savings vehicle.

Despite proactive savings behaviors, 66% of boomers polled by the Transamerica Center for Retirement Studies said they are less confident in achieving a financially secure retirement than they...

A Towers Watson survey found that a majority of workers (56%) would be willing to pay a higher amount from their paycheck to ensure a guaranteed retirement benefit.

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...

Independent registered investment advisers (RIAs) who have a strong, hands-on approach to technology are seeing more benefits than RIAs who spend more money on technology, yet use it...

When asked if auto-escalation beginning at age 45 would be appealing, 22% of defined contribution participants said they would be interested in a 1% increase every year.

Corporate Insight recently found that 45% of the asset management firms it tracks are employing social media in some way.

A report from the MetLife Mature Market Institute says those born between 1946 and 1955 will transform the traditional concept of retirement.

Many older Americans who are approaching or who have passed the traditional retirement age of 65 are decidedly pessimistic about their short- and long-term financial future, especially as...

Sixty-nine percent of employees in a recent survey believe retirement savings accounts to be extremely important in providing protection for themselves and their family.

A new survey by Hewitt Associates found that how companies leverage their compensation and benefits programs during mergers and acquisitions plays a critical role in retaining key talent...

Regulatory changes and the recent economic downturn have led to changes in retirement plans sponsored by health care employers.

A report released from Barclays Wealth shows that high-net-worth Americans are not as inclined to a traditional retirement as was once the norm.

In a study released by Ameriprise Financial, “New Retirement Mindscape II,” researchers found that pre-retirees working with a financial adviser are taking many more steps to prepare for...

The annual Mercer Workplace Survey revealed that while participants in employer-sponsored benefit plans are optimistic about the direction of the U.S. economy, they are not confident with their...

Assets in defined contribution plans will see double digit growth from 2011 to 2015, according to Financial Research Corporation's (FRC's) FRC Monitor — Strategic Planning issue.

In its survey, “Wealth in Black America,” Northern Trust found that affluent Black Americans feel more responsible for financially supporting family members than other affluent households, but have...

At the PLANADVISER National Conference, retirement plan advisers got to hear straight-talk from four plan sponsors about what they expect from their advisers.   

The average IRA account balance in 2008 was $54,863, while the average IRA balance of all accounts from the same person combined totaled $69,498, according to new Employee Benefit...

The Internal Revenue Service is holding a phone forum on SIMPLE IRA plans.