Data & Research

The Center for State & Local Government Excellence notes that with many local governments shifting benefits decisions to workers, those workers need help understanding finance basics.

According to an analysis from the Employee Benefit Research Institute (EBRI), single Gen X females are the only cohort with at least 50% of households having a deficit.

Three-quarters of Baby Boomers think they will have enough money to live comfortably during retirement, but only 35% of Gen Xers share this optimism.

LIMRA anticipates equity markets will slow modestly this year, while interest rates will continue to rise; the organization expects conditions to promote growth in annuity purchases by long-term...

The most common retirement income solutions defined contribution (DC) plan sponsors reported providing participants were access to a defined benefit (DB) plan and offering a managed account service.

The term “glide path” resonated with only 4% of participants surveyed by Invesco, despite being the most common term used by advisers, providers and plan sponsors when talking...

According to a study from the National Institute on Retirement Security, in 2016, each dollar paid out in pension benefits supported $2.13 in total economic output nationally.

Even as large employers embrace cutting edge features in their retirement plans, LIMRA data shows small businesses continue to struggle when it comes to offering even basic retirement...

Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show that in 2016, 54.3% of plan sponsors reported they have an investment committee for their...

While 81% of employers say that managing the timing of their employees’ retirement is an important business issue, only 53% say they have a good understanding of when...

New EBRI data shows both defined contribution and defined benefit plan participants favor cashing out their accrued benefits over purchasing annuities, potentially jeopardizing retirement security.

However, they are worried about health care costs.

Industry pros know there are big differences between financial services providers in termsof  business models and their willingness to embrace fiduciary best practices—but many non-investors see a monolithic...

For those 75 and older, out-of-pocket medical costs amount to 20% of their income.

The 2018 PLANSPONSOR Defined Contribution Survey finds that 403(b) plan sponsors offer more formal financial education/guidance on a variety of topics than the overall 4,000 defined contribution (DC)...

And the owners of traditional IRAs rarely withdraw from their accounts, according to ICI data.

In addition, two-thirds of those surveyed by the Transamerica Center for Retirement Studies say their most recent employers did “nothing” to help pre-retirees transition into retirement.

Prudential Financial looked at the financial health of Asians, Blacks, caregivers, Latinos, LGBTQ Americans and women.

For the 10th consecutive year, their top financial resolution for the New Year is to save more, Fidelity learned in a survey.

The majority of small business owners agreed that offering a retirement plan for employees is “the right thing to do."