Data & Research

Employers are offering this assistance in a variety of ways, including managed accounts, target-date funds and investment advice, according to PSCA.

Participants who were age 60 or older when they retired were more likely to keep assets in the plan if it permitted installment payments, according to Alight Solutions.

Investors tend to select funds at the top of an alphabetically organized list of funds.

Just over four in 10 U.S. households are projected to run short of money in retirement, according to an updated analysis from EBRI.

The high stated retirement confidence of physical workers reflects the fact that the sample is relatively young and majority male, according to Aegon researchers, who also say that...

Forty-four percent say that focusing on health and wellness is a primary concern, according to a survey by TD Ameritrade.

Just over six out of 10, 61.6%, said they engage with their retirement plan, according to a survey by Vestwell.

Those married or partnered are more likely to have a focus on saving for retirement, while those who are single are prioritizing affording everyday bills and paying down...

Almost all of those with high fragility are prioritizing being able to afford everyday bills, while those with low fragility are prioritizing saving for the future, including for...

Among those who make ongoing contributions, 53% were approached by a financial services company or professional to set it up.

Individuals polled by First National Bank of Omaha also shared reasons they do not have as much savings as they'd like.

The strain of supporting other family members financially is taking a toll, PNC learned in a survey.

They also believe that pensions do a better job than 401(k)s in terms of ensuring retirement security.

The 401k Averages Book also shows smaller plans continue to pay higher fees than large plans.

In the first three quarters of 2018, only 2.2% of participant stopped contributing to their plans, ICI data shows.

A new survey report from LIMRA Secure Retirement Institute finds four in ten black Americans suggested that they feel they don’t have enough money to work with a...

The "What's Now and What's Next" report focuses on eight specific risk areas that companies may face in 2019.

CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.

Nearly 86% of not-for-profit health care entities reported that financial advice in some form is offered to their defined contribution plan participants, compared to 79.4% of for-profit entities.

Changes in health commonly cause early retirements, according to CRR researchers, as do spousal retirements and marital status changes.