Data & Research

Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...

Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.

A majority of employers that made changes to their retirement plans in response to the economic downturn expect to keep those changes in 2010, according to a new...

Seventy-seven percent of employees said financial advice and guidance programs would improve their productivity in the workplace, according to MetLife’s 8th annual Employee Benefits Trends Study.

Purchasers of group long-term-care insurance tended to be slightly older in 2009, and an increasing number selected less costly policy features, according to a new study.

The retirement picture marketed by providers and the retirement reality for many Americans are two different stories, a new report suggests.

Financial advisers might have ripe opportunities to talk to clients about long-term care insurance, a new survey sponsored by Genworth Financial suggests.

Throughout the turbulent economic environment of the last several years, stable value has continued to offer a safe haven for defined contribution plan participants, according to the MetLife...

A new survey finds more Baby Boomers are aware of their ability to convert individual retirement account (IRA) assets to a Roth IRA, but few intend to do...

Workers offered 401(k) plans exhibit more proactive retirement savings behaviors, demonstrate higher levels of knowledge about retirement investing, and are more confident in their ability to retire comfortably,...

The overwhelming majority (91%) of surveyed financial advisers said they have made changes to their clients’ retirement portfolios, and many are looking toward guaranteed income products.

The economic downturn might have prompted some changes in the behavior of Americans, but a new study suggests that their level of retirement planning (or lack thereof) remains...

Recent research found that one-fourth (26%) of employers have either scaled back their retirement plan contributions or eliminated the company match altogether in an effort to reduce costs.

The financial crisis destroyed almost a quarter of high-net-worth Baby Boomers’ wealth, according to a recent survey.

Based on an analysis of government filings, a new report claims that cash balance plan designs have enjoyed a 359% increase in six years.

Research from Fidelity Investments indicated many employers are reinstating employer matching contributions to their 401(k) plans.

As managed account programs make a comeback after taking a hit during the downturn, Cerulli Associates sees the most growth in mutual fund advisory programs, fueled by 401(k)...

Participants were more likely to gain access to advice last year – but the pace of expansion was slow.

A new report indicated that while Early Boomers lost a lot of money ($1 trillion) during the economic downturn, they have already recovered roughly half of these losses,...

New Vanguard research suggests that retirement plan participants, either as a result of conscious resolve or inertia, mitigated the recent economic downturn's damage to their retirement savings by...