Data & Research

A survey by AXA Equitable found that Americans who work with financial professionals are more confident about their ability to invest in equities.

The recession has taken a toll on small-business owners' retirement savings and personal health, according to a new survey.

A survey conducted by MassMutual’s Retirement Services Division found differences in how men and women like to invest, and where they like to go to for advice.

While $1 million is frequently referenced by Americans as a standard level of retirement savings for average families, a new survey finds most registered investment advisers (RIAs) do...

A new survey from AARP suggests that—regardless of political persuasion—Americans age 50 and older want 401(k) providers to explain their fees.

Once again, 401(k) participants that were inclined to rebalance their accounts tended to chase the market.

The labor-force participation rate is increasing for Americans ages 55 and older as they are faced with higher health costs and economic losses, according to a study published...

Fidelity Investments' 401(k) highlights from 2009 showed that many participants recouped much of their losses from 2008.

Mercer's outsourcing business saw a 40% increase in participant requests for calculations of their estimated defined benefit (DB) account values in 2009 versus 2008.

A recent study found that retired households receiving financial advice had more assets after a 10-year period than households that did not.

Investors are leaning on their advisers to help them with the college savings process, a survey by The Hartford indicated.

A study affirms the idea that defined contribution (DC) plans could end up with differing plan design features and results depending on the choice of service providers such...

Some fund managers offer better Web tools for advisers than others.

Less confident of their employees’ ability to sock away a sufficient retirement nest egg, mid- to large-sized companies in a new Hewitt Associates survey said they plan to...

401(k) participants took positive savings actions within their retirement savings plans in Q4 and throughout 2009, according to the latest quarterly report from Bank of America Merrill Lynch.

If implemented, financial advisers said a fiduciary standard would put an increased focus on financial planning and fee-based advisory services, according to an industry report.

Brokers/advisers are the most trusted sources to provide accurate information about investments, investing, or the markets, according to the 2010 Edelman Financial Services U.S. Trust Barometer.

Rates of return for defined benefit (DB) pension plans outpaced those for defined contribution (DC) plans, including 401(k) plans, in 2007 and 2008, according to a new analysis...

A new survey of asset management firms finds that 52% don’t use social media, despite a recognition by 84% that social media will have a lasting impact on...

A recent survey conducted by ING’s U.S. Retirement Services indicates those employed in the higher education community are growing more nervous about their ability to retire comfortably, yet...