Data & Research

By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured...

For most people, saving for retirement does not become pressing until their 40s or 50s, when it may already be too late to craft a realistic retirement income...

The Wells Fargo/Gallup Investor and Retirement Optimism Index remains at a 17-year high, despite a clear uptick in volatility, with the index at +139 in the first quarter;...

Sixty-three percent of retirement plans now offer them, the Plan Sponsor Council of America found.

IRI President and CEO Cathy Weatherford says financial advisers are uniquely positioned to help Gen X effectively plan for their retirement concerns.

Seventy percent believe their advisers have a responsibility to discuss guaranteed lifetime income products with them.

More than three in 10 have no retirement budget.

Nearly 70% of families where the head of the household is 55 or older carry debt, EBRI found.

The majority believe they will have to work much longer than previous generations, Prudential learned in a survey

A Hearts & Wallets report reveals that of 49.4 million working Americans with less than $50,000 in investable assets, 33 million “wish they were doing a better job...

However, their top three financial fears include health challenges, job loss and market volatility

Despite the tremendous progress of the last decade, there remain some “surprisingly different perspectives” among plan sponsors, recordkeepers, and individual participants when it comes to priorities and best...

They say regular expenses are keeping them from doing so, Bankrate.com found in a survey.

According to a study report, the strongest predictor of an account not being lost was the respondent’s knowledge of how to contact the company holding the account; accounts...

Three quarters of women under 40 do not have a financial adviser.

Health savings accounts are often described as the 401(k) of health care—so it is only natural that retirement specialist advisers can play an important role in educating the...

Yet nearly six in 10 say saving for long-term care is a financial priority

Employer contributions and loans are also prevalent, a Brightscope/ICI report says.

The annual report from BlackRock offers quite a deep dive into the large 401(k) plan population; highlighting many well-known retirement industry trends, but also a few that are...

Unforeseen negative tax consequences often hit job changers when they decide to move money from their previous employers’ retirement plans without sufficient know-how; in an extensive new report,...