Data & Research

A recent study suggests liquidity concerns—and not profitability concerns—was the reason many firms suspended their retirement plan match contributions during the recent economic crisis.

Although the new regulations governing 403(b) plans are already in effect, many plan sponsors admit to not fully understanding certain compliance requirements.

The majority of financial advisers are looking to alternative investments as a way to diversify their portfolios, believing that traditional stocks, bonds and cash do not provide adequate...

More than half (52%) of respondents to a Towers Watson survey said the percentage of their employees working past their desired retirement age is higher than it was...

Securian said participants who received a personalized Annual Checkup on their quarterly statements measuring the adequacy of their deferral rates are setting aside the same amount or more...

MassMutual's Retirement Services Division released data indicating that participants in its retirement plans are taking a calmer, longer-term approach to their retirement saving plans.

Most Americans (58%) said they have a gap in their retirement savings, according to a recent survey.

A recent survey for Union Bank found 90% of Americans agree that financial stress can affect one's health.

Most American workers feel unprepared for retirement and are open to making changes to retirement plans, such as implementing automatic features, according to a new survey by Prudential...

It is a long-accepted tenet that most retirement plan participants want—and need—help to make good investment decisions, and a new study suggests that it makes a difference.

Research from the Employee Benefit Research Institute (EBRI) found that employers adopting automatic enrollment in their 401(k) plans have also generally increased the employer match to participants' accounts—in...

For the first time ever, affluent investors now report having more dollars allocated to individual retirement accounts (IRAs) than to employer-sponsored retirement plans (ESRPs), according to Cogent Research.

Morgan Stanley Smith Barney was the highest-ranked wirehouse among affluent and high-net-worth (HNW) investors, according to Cogent Research’s list of top fund distributors.

A new AllianceBernstein study suggests that small-plan sponsors could use some help understanding the Pension Protection Act (PPA) and their fiduciary roles.

Financial intermediaries now do more than one-third of their mutual fund business in products recommended from their home office, according to a survey by kasina and Horsesmouth.

Participants who were inclined to rebalance their accounts in 2009 tended to follow the market, according to a new report.

Bank of America (BofA) said its latest Merrill Lynch survey of affluent Americans found that almost a third (29%) of non-retired respondents plan to retire later than originally...

Researchers studying how best to get women and low-income workers to save for retirement were able to achieve a 56% enrollment hike among their target audience at Dartmouth...

Defined contribution (DC) plan sponsors said reviewing plan-related expenses was the most important fiduciary action they took over the past year, according to a Callan Associates survey.

While the 529 market is growing, the Financial Research Corporation (FRC) found that a large number of adviser-influenced account owners bypass traditional adviser-sold plans.