Data & Research

Fidelity Investments research shows that the largest percentage of individual investors surveyed (32%) feel that their adviser or broker helped minimize investment loss during the past six months.

As March Madness officially gets underway tonight, odds are (no pun intended) you’ve had an opportunity (or two) to weigh in on the NCAA tournament.

A new survey by two workplace benefits groups found 74% of participating firms haven’t changed their 401(k) match.

Market depreciation is the top reason for clients’ retirement savings to be off-target, independent advisers reported.

A new survey finds less than a third of retirement plan fiduciaries report a clear chain of authority for their plan’s governance committee.

Almost of half of respondents to a new survey would prefer to stop paying into the Social Security system—even if it meant giving up their own benefits.

Ernst & Young said its Financial Planner Line saw a dramatic increase in employee inquiries about penalties and tax implications associated with early withdrawals from 401(k) plans.

The financial crisis has taken a toll on the nation’s wealthiest, with almost a third of high-net-worth households losing millionaire status, according to a Spectrem Group report.

American workers and retirees are taking charge of their personal financial well-being by spending less and focusing more on their long-term financial future, according to the latest Principal...

Be careful on the road: More than one-third of Americans reported dozing off behind the wheel, according to a recent poll by the National Sleep Foundation (NSF).

Those in target-date funds are younger, make less money, and have smaller account balances than those not choosing the options.

Eight in ten of those in a recent MetLife poll said they place more importance on guarantees and the stability of their investments than on the level of their...

The SPARK Institute has announced additions to its Q&A Web site regarding its 403(b) Plans Information Sharing Data Elements Best Practices.

When changing jobs, participants with higher account balances are more likely to roll money from a lump-sum distribution into another tax-qualified account.

Advisers are divided over when the recession will end—but meanwhile, many of them are seeing retired clients change their investment strategy and are picking up new clients, according...

The release of the Federal Reserve’s 2007 Survey of Consumer Finances (SCF) came too late to provide an accurate picture of the 401(k) plan landscape.

A new study casts doubt on reports that the softening economy and tumultuous markets are having a significant impact on participant savings rates.

A survey commissioned by ING Direct found that almost half of respondents are clueless about how much they need to retire.

J. Crew Group, Inc. has announced the initiation of a cost reduction program that includes reducing headcount, eliminating 2009 merit increases, and suspending the 401(k) match.

At a time when some employers are suspending their 401(k) match to save money, a new research study suggests the match is a “critical component″ of pushing up...