Data & Research

A study prepared for the U.S. Small Business Administration (SBA) found that nearly 72% of workers in small companies have no retirement plan available.

Fewer Americans are saving for retirement and many still aren’t saving at all, according to a survey commissioned by online investing firm Scottrade.

Fidelity Investments' annual Retiree Health Care Costs Estimate indicated a 65-year-old couple retiring this year will need $250,000 to pay for medical expenses throughout retirement, not including nursing...

Advisers surveyed by Brinker Capital reported that despite 2009’s impressive market returns, many of their clients still have to delay retirement in order to eradicate performance shortfalls.

In addition to the financial concerns of retirement, lesbian, gay, bisexual, and transgender (LGBT) Baby Boomers have fears of discrimination and dependency on others for care, according to...

When it comes to reading, most affluent seniors don’t want to snuggle up with a lengthy description of their investments, a new survey suggests.

Collective trust funds (CTFs) are experiencing a renewed interest over the last few years in the defined contribution landscape, according to the latest retirement-focused research from Cerulli Associates.

Data from Charles Schwab shows that more people are rolling 401(k) savings into an individual retirement account (IRA) when leaving a job.

A COUNTRY Financial survey revealed that 41% of respondents are more confused about how to save for retirement after the recession.

After the financial crisis whittled down the number of millionaires in the U.S., the number is recovering.

A Fidelity Investments study found 40% of investors working with tax advisers are now eligible for Roth IRA conversions, and more than a third (35%) are expected to...

Americans are no longer dwelling on concerns about the economy and instead are focused on rebuilding their finances for the future, according to the latest Principal Financial Well-Being...

Americans' reluctance to use home equity to fund retirement could result in more not being able to maintain their standard of living in retirement, according to a new...

As Americans regain confidence in their ability to retire, more workers and retirees turn to advisers for help, according to the 2010 Retirement Confidence Survey, released today by...

Financial education provider Financial Finesse reports that employees focused more on short-term financial concerns in 2009 than on long-term savings.

More than seven-in-10 (72%) workers over the age of 60 who said they are putting off their retirement are doing so because they can’t afford to retire financially,...

Mercer reported that as of year-end 2009, nearly 70% of defined contribution participant balances have returned to levels prior to the stock market declines of 2008 and early...

Americans with a financial plan are especially likely to save their tax refund, according to the First Command Financial Behaviors Index.

Health-care costs for retiring Americans, including nursing home care, average $260,000 and can exceed $500,000, according to research conducted by the Center for Retirement Research (CRR) at Boston...

Although Baby Boomers are typically treated as one big generation, they actually comprise three different demographic groups, according to a new study from the MetLife Mature Market Institute.