Data & Research

 A new study indicates that companies that use supplemental executive retirement plans (SERPs) could see their shares suffer when the CEO departs.

 The latest Sun Life Financial Unretirement Index shows there is a growing concern among American workers that they have not done enough to prepare for retirement.

Employers' investment in workers’ retirement benefits, measured by benefit values as a percentage of pay, has dropped consistently over the last decade, according to research by Watson Wyatt.

A new report says that although the trend toward greater individual responsibility for retirement security will undoubtedly continue, there is much that employers, financial institutions, and the government...

Forty percent of respondents to a new plan sponsor survey believe the worst of the current economic turmoil has come to an end.

A Vanguard Group study finds only 13% of respondents strongly agree with the view that their retirement had been permanently impaired by the past year's market decline.

Redefining defined contribution (DC) plans will dramatically improve outcomes for plan sponsors and participants, according to a new white paper released by Prudential Financial.

Most young adults think they'll need to be millionaires before they retire, according to a new poll by the Northwestern Mutual Foundation's financial literacy Web site, Themint.org.

Despite the uncertain market conditions and negative headlines during the past year, most Americans who participate in employer-sponsored defined contribution plans value these plans greatly and have continued...

One silver lining to the recession could be that Americans take more interest in their finances, a new survey suggests.

This year, fewer Americans ranked getting trusted financial advice of prime importance, according to a survey by Prudential Financial.

UBS Wealth Management Research – Americas has released a study suggesting retirement investors should segment their financial planning to match specific financial goals with the appropriate risk level.

Target-date funds have drawn a lot of scrutiny of late, but a new survey suggests that participants still have confidence in the approach. 

Women are thinking twice about spending and many are dipping into their savings or investments, according to a survey by Citi.

An Insured Retirement Institute (IRI)-sponsored report suggests Hispanic Americans continue to disproportionately face financial hurdles in preparing for retirement.

The Profit Sharing/401k Council of America (PSCA) found the number of sponsors offering investment advice is on the rise.

After rising for five years, the average 401(k) retirement account fell 24.3% in 2008, according to an analysis of participants in the Employee Benefit Research Institute/Investment Company Institute...

Most Americans plan to work as long as they can, and are investing their retirement money without the help of a financial adviser, a Bankrate survey found.

A new by the Principal Financial Group found that among the 75% of plan sponsors jobbing out the recordkeeping for their nonqualified deferred compensation (NQDC) plans, 92% are...

More than three-quarters (79%) of affluent investors are satisfied with their financial adviser, according to a new quarterly survey by Merrill Lynch Wealth Management.