Data & Research

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...

Overall participation in tax-favored retirement plans remained stable at 50% between 2000 and 2003, a participation rate slightly less than in 1997, according to a new report from...

The Pension Protection Act (PPA) paves the way for more phased retirements, but firms must consider many issues in undertaking such policies, asserts a new Conference Board report.

Households that work with financial advisers are saving more and are on track to replace more income in retirement than those that do not.

The average 65-year-old couple needs an estimated $215,000 to cover health care costs in retirement, $15,000 more than was predicted last year, according to research by Fidelity Investments.

A new study offers powerful evidence on the importance of listening.

Although conventional planning models often use replacement rates of 70% or 85%, a new study says that the vast majority of Americans are not coming close to achieving...

More than half (58%) of workers participating in a 401(k) plan said they would like a salary increase over a higher employer matching contribution to the retirement plan.

Who makes the financial decisions in affluent households? Depends on who you ask.

Data from a new PricewaterhouseCoopers (PwC) survey shows that firms using an independent investment adviser (80%) to help them manage their plan are, on average, more likely to...

Nearly half (44%) of affluent Americans, and 53% of those with more than $5 million in investable assets, have assets remaining in a former employer's retirement plan.

More than one-third of 401(k) plans (36%) have a match rate of 100%, an increase over the 26% of plans offering such a benefit in 2002, according to...

Only 10% of U.S. adults planning to retire have worked with a financial adviser to develop a plan.

Generation Xers might be more likely to save for retirement if IRAs were simpler.

As the nation’s workforce ages, a new study suggests that one in five advisers are already positioning themselves as “retirement coaches.″

A new study suggests that automatic portfolio rebalancing programs can make a significant contribution to retirement savings.

Despite steady access to retirement plans, the number of working family heads that participated in their employer’s retirement plan dropped more than 2 percentage points from 2001 through...