Data & Research

Daughters are more than twice as likely as their mothers to enter retirement steeped in debt of $25,000 or more and be forced to work far longer than...

Despite all the recent attention to, and discussions about, phased retirement for Baby Boomers, a new study indicates some employers aren’t jumping for joy about the prospect of...

By any measure, it’s tough being a parent– but are today’s parents doing a better job than their parents did?

Participants in retirement plans at The Vanguard Group who opted to take advantage of the Roth 401(k) in its first year have tended to be those more likely...

About half of small business employees (49%) who now belong to a workplace retirement plan say they would stay away from a potential employer not offering such a...

Communicating with plan participants via a Web site may still be the “in″ thing, but a recent study indicates that plan providers’ Internet efforts are still far from...

Whether you are a Mom, are married to a Mom, have, or had a Mom (hopefully that covers everyone), odds are you’d agree with the statement that their...

Australia has a private savings system that, by all accounts, is working to the benefit of savers and financial advisers alike – but it doesn’t seem to be...

As the understanding that the safety net of Social Security might not be there in the future, young adults seem poised to prepare for their post-working years.

Nearly one in five adults expects to work until they die, and perhaps with good reason, based on their savings rates.

With final regulations rumored to be just weeks away, a new survey of the 403(b) market finds an industry seemingly poised to exploit those changes.

Many married couples are not in agreement when it comes to retirement plans - 22% of couples don’t even agree on whether or not they use the services...

Concerned that employees are not paying attention to their retirement savings, 96% of U.S. employers say their top priority is encouraging employees to take more responsibility.

Baby boomers plans for cash needs in retirement will likely frustrate their advisers: they plan to withdraw significant sums of money early on, drawing down their savings faster...

The Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates published the 17th Annual Retirement Confidence Index last week – and, for the very most part, it’s probably safe...

Even as defined contribution plans emerge as the preferred employer-sponsored pension plan, a survey by the Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates suggests that workers may...

Cheating on your taxes is bad - almost as bad as cheating on your spouse.

Nearly one-third (31%) of baby boomers say they will have to cut back on their current lifestyle in retirement and 42% believe they will not have enough money...

A new study suggests that unless an individual begins saving before age 35, they are in serious danger of facing a significant drop in lifestyle when they retire.

A report from the Government Accountability Office (GAO) suggests that workers need to better prepare for the growing deficit from federal programs and the declining coverage of employer-provided...