Data & Research

Working in collaboration with Hispanic civil rights and advocacy organization, the National Institute on Retirement Security has published a detailed analysis of the challenges facing Latino workers in...

For example, the Society of Actuaries found all generations are highly concerned with having enough money to pay for health care in retirement, however, saving for the future...

By talking about the power of compounding and emphasizing the importance of investing at the same time one is paying down debt, advisers can inspire younger clients to...

A 401(k) match and health insurance are the benefits they value the most

The research finds that individuals most likely to be interested in annuities are younger and still working, which LIMRA SRI says creates an opportunity for future conversations for...

In addition, a person invested in a stable value fund versus someone invested in a target-date fund could end up with a balance as much as 59% lower,...

They have more than $260,000 saved, compared with $82,000 for those without an adviser.

And a majority, 65%, say it is tougher now to get ahead financially than it was before the financial crisis, Natixis found in a survey.

However, only 24% of women say they are comfortable with their knowledge on investing, Fidelity Investments found.

But 55% decided to take no action.

Yet, 23% are waiting three to five years before retirement to start working with an adviser, according to a survey.

For a company with 50,000 employees, this could lead to a savings of $65 million to $97 million a year, Financial Finesse found.

However, only 56% of people have calculated how much income they need to retire, MassMutual learned in a survey.

Workers in Germany face a similar savings challenge as U.S. workers, according to Fidelity; while workers in the U.K. have an easier outlook, greater longevity means those in...

Executives overseeing the survey report agreed that the U.S. is just beginning to see the real impact of decades of public policy decisions and private employer efforts to...

Among family caregivers, 60% said they had no idea how demanding it would be, and that an insurance product to help with long-term care could have alleviated some...

The research found 25% greater participation in plans with 15 or more investment providers compared to plans with only one provider, and account balances are, on average, 73%...

Looking at whether retirees will be able to replace 75% of their final-year earnings, the Center for Retirement Research at Boston College found the number of households at...

Investment menu designs have also gotten better, according to a Morningstar analysis.

They also say they will not need the money for day-to-day living expenses, Allianz Life found in a survey.