Data & Research

The Profit Sharing/401(k) Council of America (PSCA) and Boston Research Group have released findings from a survey of non-qualified plans.

As the price of a longevity annuity increases and as longevity risk grows, more initial retirement wealth is needed and the degree of annuitization needs to be increased,...

A Transamerica retirement survey found that the majority (67%) of  unemployed or underemployed respondents are less confident in their ability to achieve a financially secure retirement since the...

Nearly 30% of participants in 401(k) retirement plans at Vanguard are in automatic, professionally managed investment programs, according to Vanguard’s How America Saves 2011.

A Fidelity survey found that advisers who provide comprehensive retirement income planning

A nationwide survey found that although the majority of Americans ages 29 to 49 worry about their retirement prospects, many have not yet begun to save or plan...

A study by Bankrate.com found that only 24% of Americans have a six-month emergency savings cushion, and another 24% have no emergency savings at all.

A Northwestern Mutual survey asked people in what areas do they most frequently set goals; financial goals were more common than family, fitness, or work-related goals. 

Despite a lack of confidence in the overall economy, more than eight in 10 (83%) Americans believe their personal financial situation will remain the same or improve during...

According to the latest Financial Professional Outlook (FPO) from Russell Investments,investors and advisers are initiating conversations on distinctly different topics.  

A recent study by Financial Finesse found that women still fall far behind men in terms of financial knowledge and confidence, and are in danger of not meeting...

According to a recent white paper, researchers have found that electronic delivery of retirement documents benefits plan participants, and urge the Department of Labor to make it the...

A recent study found that caregiving costs American workers $3 trillion in lost wages, pension, and social securities. 

The International Association of Business Communicators (IABC) Research Foundation and Buck Consultants recently studied workplace factors to determine which most influence employee engagement.   

Slightly more than half (53%) of employers feel responsible for providing financial vehicles, as well as education and advice, to help their employees have a secure retirement, according...

Boomers attempting to protect their children from financial stress may be putting their own retirement goals at risk. 

Despite their wealth, 41% of high-net worth individuals wish they had more self-control over their financial behavior, according to a report in the Barclays Wealth Insights series.

If Baby Boomers and Gen Xers delay their retirement past the age of 65, many of them will still not have adequate income to cover their basic retirement...

Research from SBR Consulting finds 41% of millennials (those born between 1980 and 2000) make saving for retirement a priority.

Living longer than expected is one of the most serious issues facing U.S. workers today, according to the Institutional Retirement Income Council (IRIC).