Data & Research

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Americans need to add a fourth leg to the traditional “three-legged stool″ paradigm to properly prepare themselves for life after their full-time work lives come to an end,...

A research paper authored by a trio of university economists argues that most of the concerns that Americans’ retirement savings are insufficient to pay for their golden years...

Fidelity Investments snagged the top overall spot in Kasina’s ranking of defined contribution plan Web sites for participants, while the Vanguard Group came in first for plan sponsors.

A new white paper from the Principal Financial Group offers a perspective on the new role of a fiduciary adviser.

What would broker-dealers do with an extra $100,000 to invest in their businesses? Spend it on technology.

About 57% of U.S. households should be able to live comfortably in retirement if they work until age 65 and buy annuities with their retirement nest egg, a...

Fidelity Investments’ latest study of its defined contribution clients showed that corporate DC employees overall are on track to have an income replacement of just 17%.

If you’re having trouble getting folks on the phone, or finding them in the office – odds are they are taking a summer vacation.

I am fortunate enough to have access to a vast array of studies, research, and surveys about this business.

Workers who are confused about when to retire cannot look for clarity from Social Security, Medicare, and pension laws, because those three groups offer conflicting incentives to retire...

Although a majority of defined benefit plan sponsors have either closed the plan to new hires or frozen it for all participants in the last two years, most...

For years, football’s Dallas Cowboys called themselves “America’s Team″, but baseball has long regarded itself as the nation’s national pastime.

With bills pending in both the U.S. Senate and House encouraging employers to sponsor auto-enrolled IRAs, an AARP-sponsored study says such a vehicle would help as many as...

On average, baby boomers expect to retire by age 63; however, most are not planning for 30 or more years in retirement and nearly half (44%) have not...

Although benefits offered by employers remained mostly the same in 2007 as in 2006, there was a slight decrease in the number of organizations that offered financial services...

Those who have consulted a financial professional about retirement planning are much more likely to say they are comfortable or confident about retirement than those who have not...

Only one-third of affluent Baby Boomers rely on outside advice when making financial decisions.

The ERISA Industry Committee (ERIC) has issued a proposal for a platform of lifetime security benefits aimed at easing employer strain, increasing individual responsibility, and providing equality of...

If you drive to work, you’re not alone.