Data & Research

Affluent active savers are much more optimistic about their ability to reach their financial goals and their control level towards their finances than they are about the state...

Although nearly all (95%) consumers would have to change their lifestyle if they lost part of their family’s income for three to six months, only about half reported...

Retirement plan assets in the U.S. have nearly doubled in value since 1997, according to Watson Wyatt Worldwide’s 2008 Global Pensions Asset Study.

The assets owned by high net worth individuals (HNWI) reached $50 trillion in 2007, according to a study of the global private banking and wealth management market by...

New research conducted by Harris Interactive on behalf of Longevity Alliance shows Baby Boomers’ worries over retirement savings have increased as economic indicators continue to trend downward, but...

They say that nice guys finish last, but a new study suggests a different conclusion.

A report from Cerulli Associates suggests merger and acquisition (M&A) activity among financial firms has spurred growth of the managed accounts market, and in some cases, this growth...

Assets in employment-based defined contribution plans (typically 401(k) plans), individual retirement accounts (IRAs), and Keogh plans are concentrated in families with high family income and higher net worth,...

A new report finds Generations X and Y members have defined financial goals including amassing a retirement savings nest egg.

Although the majority of people think about what they will need to have saved for retirement, there is confused about how to determine what their lifestyle in retirement...

Plan sponsors may say they are comfortable with fee disclosure efforts as they exist now, but a new study asserts that many of them are racked with under-the-surface...

Many employers who have followed the trend of moving from defined benefit to defined contribution retirement benefits have also beefed up their DC offering, but it is still...

A new MassMutual study finds that plans using automatic features such as enrollment are apparently not be driving away participants with their auto deferral rates.

Conventional wisdom has long held that daylight saving time saves energy, but a new study suggests otherwise.

Thirty-seven percent of respondents to a recent survey indicated that the rising cost of living or inflation was their greatest concern regarding their retirement.

Nearly half (48%) of workers agree that employees should be automatically enrolled in their employer-sponsored 401(k) retirement plan with a standard savings rate, according to the latest Principal...

A new study by a Washington, D.C. social policy research group concludes that changing the income thresholds for taxing Social Security benefits would be the biggest help to...

A new study from the Center for Retirement Research (CRR) at Boston College indicates that one result of increasing health care costs is workers deciding to delay retirement.

Independent registered investment advisers (RIAs) are much less optimistic about the economy than they were previously, says the latest Schwab Institutional survey.

Although the average U.S. household invests about 55% of its 401(k) or other defined contribution plan assets in stocks, many Americans are going to extremes when it comes...