Data & Research

Despite the ongoing economic turmoil, a poll taken for National Payroll Week found that the majority of those polled have not disturbed their 401(k) deferrals since September 2008.

Before advisers or financial institutions, Millennials turn to their parents and friends for financial information.

Four-in-10 surveyed New Jersey plan sponsors use a financial adviser to help educate employees, while 33% do not provide any help in educating employees regarding their 401(k) plans....

An Aon Consulting survey indicates employers are taking a wait-and-see approach before changing their retirement programs.

While many investors still do not understand the features of a Roth IRA or know about the conversion opportunity just months away, most said they would look to...

Forty-one percent of defined contribution assets are controlled by consultants, with the majority of these assets in large plans with more than $500 million in assets, according to...

Americans of all income levels and ethnic groups look on the spending and saving changes they have made in response to the economic turmoil of 2008 and 2009...

Rules barring participants from making 401(k) contributions for six months after taking a hardship withdrawal should be eased to help employees more quickly recover a more substantial retirement...

Fewer than half of plan sponsors said their benefits budgets increased over 2008, down from the two-thirds of those polled about their 2007 and 2006 spending, a Prudential...

Nearly half (47%) of employers are now automatically enrolling participants into a retirement plan and another third are seriously considering it, a new survey found.

Forty-two percent of corporate finance executives said they are very likely to limit high-risk investments for their defined contribution plans, according to a poll by CFO Research Services...

Parents who use advisers would like more help with college-related decisions, according to a Fidelity survey.

Variable annuities are now more widely held than fixed annuities among nonqualified annuity owners, according to a Gallup poll.

A CareerBuilder survey found more than one-in-five (21%) workers said they have reduced their 401(k) contributions or personal savings in the last six months to get by financially.

A new report from The Principal suggests that actively sponsored non-profit plans, including 403(b) plans, are achieving the same level of success as their for-profit counterparts.

Since the economic downturn began, more retirees are seeking professional financial help to assist in managing their money, according to the latest Principal Financial Well-Being Index.

Some 56% of respondents in a recent survey said their retirement savings losses were among the most significant impacts on their lives from the economic downturn.

Forty-one percent of independent investment advisers reported that retired clients are reducing the amount of their retirement distributions, according to a study by Charles Schwab.

The last year might not have been uplifting for many Americans, but a survey suggests it has made them more proactive in managing their finances.

The recent market tumult certainly took a toll on participant balances, but a an analysis by The Principal suggests that it might have been less than some feared.