Data & Research

Annuities can help women generate enough income for their extended life expectancy, according to a study sponsored by an annuity provider.

Executives at companies with an employee stock ownership plan (ESOP) are nearly all jumping for joy that their employer made the move to create such a program.

They’ve been slow to catch on in 401(k) plans, but a new report says that exchange-traded funds, or ETFs, are a potential threat to mutual funds in investor...

Participants are embracing automatic savings and investment tools, according to a Vanguard analysis.

Those kids many parents are sending off to college for the first time this month – are part of a diverse, internet-savvy and privacy-free group of nearly two...

A new research paper from the Rotman International Centre for Pension Management suggests that the cost of greater fee disclosure born by defined contribution retirement plan participants would...

Slightly more than half (48%) of 401(k) have a financial adviser, according to a report from Spectrem Group.

TowerGroup research says managed account sponsors should consider new managed account fee solutions that can help the adviser manage clients more effectively.

Spectrem Group announced that for the first time since it began tracking data in 1989, fees ranked as the number one reason defined contribution plan sponsors switch providers.

Cerulli Associates estimates that target-date funds will grow to more than $1.1 trillion by 2012 from an estimated $277 billion at the end of 2008.

The Baby Boomers are the only group who like their name.

A FRC report predicts that the market for assets rolled over from employer plans should approach $500 billion by 2013.

They aren’t jumping up and down about the market conditions, but independent advisers think we’ve seen the lowest point, according to a Schwab Institutional study.

Defined benefit (DB) retirement plans are a less costly benefit for employers than a defined contribution (DC) plan, according to research from the National Institute on Retirement Security...

More than four out of 10 households statistically at risk for not having a large enough retirement nest egg—and who will be in serious trouble when health care...

Fidelity says its participants are more inclined to save amid current market woes.

An Aon study found that workers trying to keep their standard of living when they retire will need to be able to generate from $15,000 to around $185,000...

A report from Deloitte Consulting found that the number of employers with auto-enrollment and easy enrollment features is on the rise.

You may put out a lot of fires every day, but odds are the public doesn’t appreciate it.

Standards investors have for their advisers differ greatly from the standards advisers are obligated to deliver, according to Cerulli Associates.