Data & Research

Most young adults think they'll need to be millionaires before they retire, according to a new poll by the Northwestern Mutual Foundation's financial literacy Web site, Themint.org.

Despite the uncertain market conditions and negative headlines during the past year, most Americans who participate in employer-sponsored defined contribution plans value these plans greatly and have continued...

One silver lining to the recession could be that Americans take more interest in their finances, a new survey suggests.

This year, fewer Americans ranked getting trusted financial advice of prime importance, according to a survey by Prudential Financial.

UBS Wealth Management Research – Americas has released a study suggesting retirement investors should segment their financial planning to match specific financial goals with the appropriate risk level.

Target-date funds have drawn a lot of scrutiny of late, but a new survey suggests that participants still have confidence in the approach. 

Women are thinking twice about spending and many are dipping into their savings or investments, according to a survey by Citi.

An Insured Retirement Institute (IRI)-sponsored report suggests Hispanic Americans continue to disproportionately face financial hurdles in preparing for retirement.

The Profit Sharing/401k Council of America (PSCA) found the number of sponsors offering investment advice is on the rise.

After rising for five years, the average 401(k) retirement account fell 24.3% in 2008, according to an analysis of participants in the Employee Benefit Research Institute/Investment Company Institute...

Most Americans plan to work as long as they can, and are investing their retirement money without the help of a financial adviser, a Bankrate survey found.

A new by the Principal Financial Group found that among the 75% of plan sponsors jobbing out the recordkeeping for their nonqualified deferred compensation (NQDC) plans, 92% are...

More than three-quarters (79%) of affluent investors are satisfied with their financial adviser, according to a new quarterly survey by Merrill Lynch Wealth Management.

Despite the ongoing economic turmoil, a poll taken for National Payroll Week found that the majority of those polled have not disturbed their 401(k) deferrals since September 2008.

Before advisers or financial institutions, Millennials turn to their parents and friends for financial information.

Four-in-10 surveyed New Jersey plan sponsors use a financial adviser to help educate employees, while 33% do not provide any help in educating employees regarding their 401(k) plans....

An Aon Consulting survey indicates employers are taking a wait-and-see approach before changing their retirement programs.

While many investors still do not understand the features of a Roth IRA or know about the conversion opportunity just months away, most said they would look to...

Forty-one percent of defined contribution assets are controlled by consultants, with the majority of these assets in large plans with more than $500 million in assets, according to...

Americans of all income levels and ethnic groups look on the spending and saving changes they have made in response to the economic turmoil of 2008 and 2009...