Data & Research

A survey also found nearly half of employees prefer to have a mix of investments and lifetime income over either traditional pensions or investments alone.

Many companies are focused on attracting talent to prepare for the post-COVID-19 economy, but there is also an urgency to address the needs of their older workers and...

Considering low bond yields and high stock valuations, Morningstar re-examined the traditional 4% withdrawal rule.

Younger employees who have recently left their jobs say they are seeking employers that genuinely care about their well-being, as demonstrated by the benefits and wages they deliver...

Among 160 human resources leaders polled by Willis Towers Watson, only 2% indicate they are having no problems with employee attraction and retention.

More than one in five older women report zero savings for medical bills.

As many as one in three workers say they are set to retire or considering leaving their current role in the next 18 months, according to a new...

Those that enter retirement married have the most resources to handle care needs, while women who are unmarried have the least, according to a new survey.

Higher than average rates of poverty among Americans over the age of 65 can be found in 19 states and Washington, D.C., according to a MagnifyMoney survey.

For several decades, U.S. workers have been much less active in terms of union participation, and this has had a...

After facing challenges resulting from the pandemic, younger participants show the most interest in receiving help from a financial professional.

In general, fund fees continue to decline, including those of actively managed funds.

Participants in their 50s and 60s are using TDFs more than they have in the past, according to a new...

Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could...

Despite significant progress made in recent years, research suggests millions of working Americans are missing out on the full retirement...

Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic...

Individual and institutional investors were feeling better about market risks before getting a Delta-driven reality check.

Employees surveyed say these benefits contribute a lot to their feeling of financial security, but 83% are at least somewhat...

A new survey shows experience clearly counts when it comes to how comfortable advisers are selling annuity products in an evolving regulatory and economic landscape.

As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue.