Data & Research

 MassMutual's Retirement Services Division has released data for the second quarter, but didn’t find much sign of movement, despite the tumultuous markets.

A Cogent Research report shows advisers gravitating more towards Vanguard exchange-traded funds (ETFs) and away from the industry leader, iShares.  

The Charles Schwab Q3 Retirement Survey finds 54% of baby boomers ages 50 to 60 do not expect to delay their planned retirement date, despite the recent challenging...

Although there are financial advisers who have adopted LinkedIn and other sites as part of their business, the vast majority remain on the fence.  

A Wells Fargo survey reveals that a growing majority of small-business owners do not plan to retire before age 65.   

Although half of households feel they need more life insurance, ownership of individual life insurance has hit a 50-year low, according to a new LIMRA study. 

The Charles Schwab Independent Advisor Outlook Study indicates that while advisers see cause to be optimistic, their clients are more unsure.  

A recent TD Bank survey examined the confidence levels of those with varying degrees of financial literacy. 

Baby Boomers and those in Generation Y may not see eye-to-eye on what “good music” is these days, but good financial advice is easier to agree on. 

A new survey finds continued expansion of participant-friendly plan features. 

In an analysis of households that have converted to a Roth IRA, Fidelity Investments has found that a growing number of younger investors are making the conversion. 

A new analysis finds indicates that while many 401(k) participants continue to stay the course, they’re also pulling more money out of those plans.

J.P. Morgan Retirement Plan Services says ‘income replacement’ is a key metric of success plan sponsors should be using to evaluating total retirement service.  

The August BofA Merrill Lynch Fund Manager Survey sees investors moving into Europe and out of Japan and the U.S.

A report from the Investment Company Institute (ICI) finds Americans held $16.5 trillion in retirement assets at the end of the first quarter of 2010, accounting for 36%...

A decline in number of practicing advisers threatens Baby Boomers' retirement security, a new Cerulli report asserts.

Newly released data on almost 24 million defined contribution (DC) retirement accounts shows stronger contribution activity and declining levels of participant-initiated withdrawals and changes in asset allocations in...

A new survey released by AARP shows that three in four (75%) adults age 18+ rely on or plan to rely on Social Security for their retirement income,...

Approximately 90% of ESOP Association members surveyed reported having retirement savings plans in addition to the ESOP (employee stock ownership plan) including 401(k) plans, pension plans, stock purchase...