Data & Research

Recent research found that one-fourth (26%) of employers have either scaled back their retirement plan contributions or eliminated the company match altogether in an effort to reduce costs.

The financial crisis destroyed almost a quarter of high-net-worth Baby Boomers’ wealth, according to a recent survey.

Based on an analysis of government filings, a new report claims that cash balance plan designs have enjoyed a 359% increase in six years.

Research from Fidelity Investments indicated many employers are reinstating employer matching contributions to their 401(k) plans.

As managed account programs make a comeback after taking a hit during the downturn, Cerulli Associates sees the most growth in mutual fund advisory programs, fueled by 401(k)...

Participants were more likely to gain access to advice last year – but the pace of expansion was slow.

A new report indicated that while Early Boomers lost a lot of money ($1 trillion) during the economic downturn, they have already recovered roughly half of these losses,...

New Vanguard research suggests that retirement plan participants, either as a result of conscious resolve or inertia, mitigated the recent economic downturn's damage to their retirement savings by...

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...