Data & Research

Although clear and complete disclosure of fees and costs can help 401(k) plan sponsors ensure that plan fees are not unreasonable for participants, disclosure alone is not sufficient.

Many companies are looking for ways to lower the costs of their retirement benefits while still encouraging their workers to invest wisely for retirement, according to a survey...

While media accounts may be full of reports of employer decisions to suspend their retirement plan company match contributions, 73% of DC plan sponsors in a new survey...

Parents saved less for college in 2008 than in years past, but those who received help might have fared better, according to a survey by the College Savings...

Deferred variable annuities show promise in the wealth transfer market, according to Cerulli Associates.

Market volatility in 2008 caused many investors to seek help, according to Fidelity Investments.

One potential reason why some elderly run down their assets slowly is uncertainty over their life spans, suggests an analysis by the National Bureau of Economic Research (NBER).

Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing.

Research from Phoenix Companies found high-net-worth (HNW) consumers are altering their retirement plans in light of the financial crisis, but four in 10 are not talking to financial...

The fee-based revenue model for advisers shows cracks because of volatile markets, according to research from Cerulli Associates.

More than half (59%) of Americans responding to a survey by TD AMERITRADE said their top New Year’s resolution for 2009 was to either start or build up...

Data from more than 19,000 defined contribution (DC) plans recordkept at Fidelity investments showed participants “did not initially overreact″ to market volatility.

While the trend might only affect less than 1% of 401(k) participants, a spike in withdrawal requests and deferral rate decreases to zero percent should still be a...

403(b) plans are lagging in employee participation and plan features to incent participation, according to research from PLANSPONSOR.

Research from Corporate Insight graded do-it-yourself retirement-planning calculator tools offered by brokerage firms to assist investors.

Third-party distribution has gained share in both the retail and institutional marketplace since 2002—a trend Cerulli expects to continue.

A survey released Wednesday finds Americans with deep-seated fears about how the nation’s current economic turmoil will impact their retirement.

Less than a third of surveyed high-net-worth retirees said they changed advisers at the time of their retirement, according to a study commissioned by Securian Financial Group.

The October 2008 Issue Brief from the Employee Benefit Research Institute (EBRI) indicates that workers with lower educational attainment have lower levels of retirement plan participation.

The latest U.S. Treasury Department treatise on Social Security reform suggests increasing both the early and normal retirement ages would help encourage more Americans to stay in the...