Data & Research

A new survey indicates that the economic downturn hasn’t done much to shake up the retirement plans of some women.

The latest Employee Benefit Research Institute (EBRI) Issue Brief examined how current health reform legislation being debated in Congress will impact the future of retiree health benefits.

Converting from a traditional IRA to a Roth IRA might come with a hefty price, according to a new analysis by the National Center for Policy Analysis (NCPA).

A new report suggests the majority of available financial planning tools are still not effectively addressing the wide range of individual issues related to retirement.

An analysis of retiring participants from one public pension plan suggests they do not understand the value of life annuity payments.

The Discover Small Business Watch survey for December found that 62% of small-business owners report having a financial plan for their retirement

Despite the continued popularity of automatic enrollment among 401(k) plans, research suggests automatic enrollment might work against the long-term goal of increasing workers’ retirement savings by helping bring...

Participants in GuideStone’s 403(b) plans saw an average 40%-boost in their account balances between March and November 2009, the Dallas-based financial services provider said.

Employers are not only urging employees to join their retirement savings plans, but a new study indicates more companies are allowing workers to get started right away.

Could Americans have learned their lesson about saving versus spending?

The number of employers planning to offer annuities to participants in their defined contribution plans is expected to grow, according to a survey by Watson Wyatt.

New research from the Sun Life Financial Unretirement Index revealed that more working Americans seek financial advice from family members and friends than from financial advisers, the media,...

Financial firms surveyed by Cerulli Associates said examination of fees, such as 12b-1 reform, will be the greatest regulatory impact in the coming year.

Most Americans don’t have money set aside for unanticipated financial emergencies and are not adequately getting ready for their children’s college expenses and their own retirement, according to...

A new survey asking respondents to choose a movie title that best describes their near-term financial future revealed more positive outlooks than negative.

A federal court has ruled that a former employee stock ownership plan (ESOP) participant can pursue his claim that plan fiduciaries breached their duties by failing to tell...

Most Americans don’t check out their financial adviser’s background, according to a new study by the FINRA Investor Education Foundation.

Available during the first quarter of 2010, The Principal Financial Group is offering a transition expense allowance to help offset third-party administrator (TPA) fees during their first year...

A new study from Fidelity finds more Americans than in the past are resolving to save more and learn more about finances in the coming year.

New research sponsored by AUL Retirement Services finds 403(b) plan sponsors are confident they understand their responsibilities and are not worried about IRS audits.