Data & Research

People with sound financial planning and access to a financial adviser have an increased likelihood of thriving in older age,...

New BMO data reveal rising financial interdependence, as younger parents reported relying on parents while supporting their own children and...

If all workers had access to a defined contribution plan, retirement readiness would rise to 61%, according to Vanguard analysis.

September’s investors preferred safer options as the stock market hit new highs, according to Alight Solutions’ 401(k) Index.

Half of surveyed health savings account users skip reimbursements due to process hassles, missing out on an average of $2,500...

Selenski will focus on the Workers’ Wealth Lab, which analyzes wealth disparities in the U.S. retirement system and market and...

Although widely used for capital preservation, recent research indicated that stable value funds could also be a building block of...

Middle class households can handle rising prices and unexpected expenses, but their overall financial well-being is slipping, according to the...

One in four respondents told the American Benefits Council they decided against providing more benefits to plan participants out of...

Most advisers told ISS Market Intelligence they used artificial intelligence tools to summarize information, rather than for more extensive analysis.

An advisory firm with a client base with a median age of 65 has about 14% of its revenue controlled...

Living paycheck-to-paycheck is a reality for 42% of surveyed Generation X, Millennial and Generation Z workers.

Companies with fewer than 10 employees own more than half of all cash balance plans, a group of retirement plans...

‘Forgotten’ 401(k) accounts now total $2.13 trillion, showing an increase of nearly 30% since mid-2023, according to Capitalize.

Nearly one-quarter of surveyed workers considered quitting due to inadequate benefits, according to a survey by Bank of America.

Three separate studies highlight how a majority of Generation X respondents feel they fell short of their retirement goals.

Last year, retirement benefits remained available to the same overall proportion of private industry and state and local government workers,...

Delayed retirements could harm employees and employers alike, according to a new Nationwide report.

The firm’s second adviser survey identified how younger advisers—Millennials and those in Gen Z—use artificial intelligence differently than older colleagues.