Data & Research
Americans Saving for a Later Retirement
Most working Americans responding to a recent poll declared they had begun saving for retirement, but didn’t expect to be able to start using the money until age...
GenXs Put Retirement at End of Financial Priorities
Though concerns about their retirement exist, members of Generation X say those concerns are on the backburner while they deal with current financial priorities, according to a recent...
Many Wealthy Business Owners Don’t Have Succession Plan
The majority of wealthy business owners have no succession plan in place, but many want to keep working.
Savers Least Confident about Retirement Preparedness
Individuals who save more and are more active in managing their retirement savings are less confident in their retirement security and the retirement decisions they make than are...
Survey Finds Time to 401(k) Eligibility Decreasing
More employers are allowing workers to joining their 401(k) plan earlier, a new Profit Sharing/401k Council of America` (PSCA) survey says.
Asset Managers Struggle to Differentiate
A study from asset manager consultant kasina suggests executives are thinking alike when it comes to facing industry challenges.
Older Employees More Likely to Participate in Retirement Plans
The likelihood of being a retirement plan participant increases with age, according to the Employee Benefit Research Institute (EBRI).
Money Brings Peace of Mind, But Worries Too
High net worth individuals are primarily concerned about the safety of their family, but they also have significant concerns about the protection of financial assets such as stocks,...
Mind Over Matters
They say you get what you pay for – but maybe it just feels like you do.
Women over 50 Can Lag in Annuity, Pensions
As a result of a difference in their length of time in the workforce, women who were older than 50 in 2006 were much less likely to have...
Mind Over Matters
They say you get what you pay for – but maybe it just feels that way.
Study Says Variable Annuity Works Well in Retirement Portfolio
Investors who add a variable annuity with a lifetime guaranteed minimum withdrawal benefit (GMWB) to a stock and bond retirement portfolio can enjoy pumped up income with less...
Affluent Seniors a Notable Force in Online Financial Pursuits
Affluent seniors over age 70 spend nearly three times as much of their online time on financial matters as those younger.
Participation Increased Via Auto Enrollment, but Savings Rates Low
An analysis of about 50 plans in Vanguard’s recordkeeping system that have adopted automatic enrollment suggests it does improve participation rates, but deferral rates for those using automatic...
Tax-exempt Sector Workers Not Maximizing Plan Resources
New research from Fidelity Investments suggests employees of non-profit organizations are not taking full advantage of their workplace retirement plan resources.
Political Differences
Democrats are frequently characterized as “tax and spend″ by those on the other side of the political spectrum.
Switch From DB to DC Lowered Retiree Replacement Income
New research from the Center for Retirement Research at Boston College (CRR) suggests the change in the retirement landscape from predominately defined benefit plans to mostly defined contribution...
Firms Keeping Non-qualified Plans
A majority of employers have no intention of terminating their non-qualified executive retirement plans due to final Internal Revenue Code rules governing these arrangements, according to a survey...