Data & Research

A white paper published by a group of researchers and actuaries examines the pros and cons of creating a government-back low-interest loan program to support stressed multiemployer pensions.

Fifty-five percent of Baby Boomers say they would save more for retirement if they could pay off their debt, GOBankingRates found in a survey.

Workers under age 35 are realizing they need to start saving now, according to Ascensus.

EBRI and ICI point out that 401(k) account balance growth reflects contributions of employers and workers, in addition to investment returns, and varies with participants’ asset allocation, withdrawals...

Among those who know how their 401(k) assets are allocated, they had 51% of their assets in equities, Legg Mason learned in a survey.

Ten percent more employers than in 2016 that offer retirement programs are measuring the financial readiness of employees to retire, a survey found.

Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.

In the past 10 years, the average 401(k) balance has grown 87%, from $56,900 in the third quarter of 2008, Fidelity Investments reports.

As a result, they may have lost the opportunity to save six years’ worth of income in retirement, according to a Nationwide Retirement Institute survey.

They also fail to invest the funds or max out contributions, EBRI found.

For the third year in a row, respondent companies to the ESOP Association's annual survey saw profits rise more than revenue, and a more than half of companies...

Forty percent are waiting for further clarification, Fidelity learned in a survey.

Instead, workers will source funding from their 401(k), IRA or other savings vehicles. 

Nearly half of workers feel confident about their retirement prospects, an AllianceBernstein survey found.

A survey of more than 500 Americans age 55 and older finds the top concern about a lengthy retirement is health care costs and the most significant investment...

"Choosing appropriate investments” is a top pain point for all individuals no matter their place in the retirement planning spectrum, Hearts & Wallets found.

In conversation with PLANADVISER, Lincoln Financial Group’s leader of retirement plan services explains why more Americans today cite “retirement” as their No. 1 financial stressor; in some ways,...

They are driven to reach financial independence but fall behind when it comes to saving and investing, Schwab found in a survey.

At the extreme, EBRI estimates, out-of-pocket costs could reach $399,000 or more.

More than half say they would prefer guaranteed income of $660 a month over a $120,000 lump sum, LIMRA SRI found in a survey.