Data & Research

Given a choice between managing assets on their own or purchasing a guaranteed income option, the majority of employees surveyed for the 2019 Retirement Confidence Survey chose either...

Respondents to research by the CFP Board and Morning Consult described saving for retirement with the words "overwhelming," "complicated," "impossible" and "confusing."

Many workers feel unprepared for health expenses in retirement, have not prepared very well and plan to work later, the EBRI Retirement Confidence Survey found.

Over the course of five years, the percentage of those who feel they are prepared for retirement more than doubled.

Withdrawals from IRAs accounted for most of the leakage, according to the GAO.

And the use of 401(k) loans fell to a nine-year low of 22.5% in 2018, according to T. Rowe Price’s annual participant data benchmarking report.

Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X and Baby Boomers can successfully save for retirement.

The reason is primarily because they have not created a comprehensive, written plan, according to Fidelity.

Those who have a health savings account are more certain about how they will cover future health care costs.

Fifty nine percent said it was only “somewhat likely” or “not at all likely” that their savings and Social Security will be enough to last them throughout their...

Among those that are, they are more likely than others to have measured their employees’ financial wellness.

Overall, 50% of parents have cut back on their retirement savings to help their kids out.

Among all age groups, 76% think people in their generation will have a harder time achieving financial security in retirement than their parents, the Transamerica Center for Retirement...

Fewer than one in ten “mega plans,” those with assets greater than $1 billion, had a fully bundled structure as of the end of 2018, according to new...

In order to boost Americans’ retirement outlook, there are a number of practical things that retirement plan advisers and sponsors can do, Jamie Ohl, president of the retirement...

“More robust programs—which go beyond just education—tend to cost more for plan sponsors. But, they include features such as on-site support, account aggregation, budget tracking and goal setting,”...

A large number of Boomers lack any kind of planning for retirement, and most have not set a retirement goal, IRI research found.

Approximately half of the participants surveyed by MassMutual had calculated how much savings they need to retire, with about one-third actually creating a formal plan. However, there were...

Eighty-nine percent of small employers surveyed said they have a high level of trust in retirement plan providers, compared to 53% for state governments.

A large majority of those who answer questions on a financial quiz correctly are more likely to save for retirement.