Data & Research

Research from Corporate Insight graded do-it-yourself retirement-planning calculator tools offered by brokerage firms to assist investors.

Third-party distribution has gained share in both the retail and institutional marketplace since 2002—a trend Cerulli expects to continue.

A survey released Wednesday finds Americans with deep-seated fears about how the nation’s current economic turmoil will impact their retirement.

Less than a third of surveyed high-net-worth retirees said they changed advisers at the time of their retirement, according to a study commissioned by Securian Financial Group.

The October 2008 Issue Brief from the Employee Benefit Research Institute (EBRI) indicates that workers with lower educational attainment have lower levels of retirement plan participation.

The latest U.S. Treasury Department treatise on Social Security reform suggests increasing both the early and normal retirement ages would help encourage more Americans to stay in the...

A whopping 90% of advisers said market changes have increased their stress level, according to a study by Vestment Advisors and the Financial Planning Association.

More workers are rolling over retirement assets when they change jobs than in past years, according to a study by the Employee Benefit Research Institute (EBRI).

Whether you set a New Year’s resolution – or if you didn’t – you have a lot of company.

In the past year, retirees/pre-retirees with financial planners lost money at about the same rate as those without financial planners, according to a survey of Consumer Reports readers.

With recent market volatility, a concern that some participants are too aggressively invested in equities has been added to the ongoing concern that some participants are invested too...

Fiscal fitness, not physical fitness, is a slightly higher priority for younger adults than for older adults, according to a survey commissioned by Union Bank.

Three independent broker/dealers (IBDs) control an overwhelming share of managed account assets in the independent channel, according to data from Cerulli Associates.

A new study suggests that changes in Social Security rules have influenced retirement and working patterns.

Profit Sharing/401k Council of America (PSCA) research shows a dramatic change over time to employee eligibility requirements for company-sponsored retirement plans.

While past research has often focused on a fixed distribution period for retirement income, using a joint life expectancy might better address the primary goal of retirees to...

If the giant coffee retailer decides to fund a 2009 match, it may be at a different rate than currently used.

Kemet Corp., a South Carolina company that makes capacitors for electronics products, has joined the ranks of those companies making compensation and benefits changes to offset the effects...

Unisys Corporation is suspending its 401(k) plan matching contribution to save $50 million annually as part of a series of cost-cutting moves designed to slash its expenses by...

In wake of the market decline, a new MetLife study found that 42% of retirees surveyed are considering reallocating their assets to products that may provide a higher...