Data & Research

According to financial advisers, the largest impediments to Americans’ financial security are self-imposed.

Those in America’s Heartland expect economic conditions to improve in the near-term future but remain concerned about their long-term financial security.

Continuing the trend since the third quarter of 2008, new data from LIMRA found that the percentage of new 401(k) plans sold by leading providers remains lower than...

While they are familiar with automatic enrollment, most large employers surveyed by AARP aren’t implementing it.

New research indicates employers could do more to help defaulted participants adequately save for retirement.

The number of large U.S. companies that are replacing defined benefit (DB) programs with account-based retirement plans for new salaried employees continues to be on the upswing.

A study by J.P. Morgan found that health savings accounts with higher cash balances are becoming more common.

The economic turmoil over the last couple of years has shaped the way high-net-worth individuals view their own investment portfolios, their economy, and their government, a new...

Fidelity Investments 401(k) highlights from the first quarter of 2010 show strong account balance growth and performance for participants that stayed the course over the past 12 months...

The newly released "MetLife Retirement Readiness Index: Are Americans Prepared for the Transition?" indicates that pre-retirees haven’t taken necessary steps to prepare for retirement.

Bank of America Merrill Lynch’s Retirement & Benefit Plan Services quarterly report of activities within its proprietary 401(k) plan business shows an increase in total plan assets to...

An appreciation for the influences of behavioral finance has had a critical impact on retirement plan designs – so what about applying those principles to...

Federal employees are outpacing the general population in putting dollars toward retirement and long-term debt, according to the First Command Financial Behaviors Index.

While many advisers are still not embracing annuities in retirement income planning, almost 30% said they have increased their use of guaranteed income streams amid the market crisis,...

While logic would tell you that staying healthy holds down health care costs in retirement, new research suggests that healthy retirees actually face higher total health care costs...

Despite having to comply with a new set of regulations during one of the worst economic downturns, the 403(b) plan market appears to be healthier than ever, according...

Sixty-eight percent of employers reported that their company allows 401(k) participants to contribute 25% or more of their earnings, according to a survey by BLR.

Things might be looking up on Wall Street, but a new survey found 84% of Americans still fret about their finances.

Fifty-seven percent of respondents to a survey commissioned by TD AMERITRADE reported they are either a little or far behind financially in terms of preparation for retirement.

The average U.S. employee will need 15.7 times their final pay in retirement resources to maintain their current standard of living during retirement, according to a new analysis...