Data & Research

Employees who rate their benefits communications as ‘highly effective’ reported having access to a wider range of communication options, from group meetings to e-mail messages to videos, according...

More than 60% of Puget Sound-area residents in the state of Washington said they have delayed or plan to delay their retirement beyond their ideal age.

Financial advisers are split over whether the recession has ended, according to the latest Brinker Barometer.

The pending law change regarding Roth IRA conversions might be right around the corner, but you couldn’t tell by many Americans’ interest level in the upcoming development.

With Hispanic and black Americans leading the way, surveyed consumers resolve to save and invest more in the New Year.

Fidelity reported that more than a fourth of companies that cut their 401(k) match are now reinstating the match programs as the economy shows signs of recovery.

The recession has been a wakeup call for some Americans, as 18% of those surveyed plan to save and invest more in the future, according to a new...

Large U.S. employers are continuing to shift significant health coverage costs to retirees or exiting sponsored retiree health benefit programs altogether, according to Towers Perrin’s 2010 Retiree Health...

Regular employer-sponsored retirement seminars motivate more employees to participate in and contribute to company 401(k) plans, according to a study published in Economic Inquiry.

Pre-retirees and retirees want to pay more attention to their investments and retirement plan, and trust a financial professional to help, according to a survey by Prudential Financial.

Women feel less confident than men in their investment knowledge—but the financial crisis has motivated some to seek out more information, according to a Scottrade poll.

A survey by OppenheimerFunds suggests advisers might have an opportunity to help women save for their children's college costs without sacrificing their retirement savings.

More than other age groups, Generation Y is increasingly interested in asking for guidance from a financial adviser, according to a MetLife survey.

A new study in three countries found that sending a simple text message can remind individuals to save.

The typical adviser receives more than 100 e-mails, mailings, wholesaler visits and internal sales desk calls every month from product providers—and that’s just from the firms they work...