Data & Research

They have also become more inclined to work with an adviser since the Great Recession of 2008.

Devenir estimates that $9.8 billion of HSA assets are invested as of June 30, 2018—an estimated 45% year-over-year increase.

“In this year’s survey, an astounding 85% of respondents paying toward student loans reported that their obligation to repay the funds are impacting their ability to prepare for...

Alight Solutions found when offered two loans, 14.4% of participants take advantage of that. When offered three loans, 11.9% do the same.

This is more than double the sales in the second quarter of 2017.

ICI finds the first quarter of the year tends to have lower percentages of DC plan participants with loans outstanding compared with later quarters.

Nearly two-thirds wish they had spent less in the past in order to save more for retirement.

Areas of focus are financial planning, investing and investor behavior.

Employers have boosted their contributions by 30%, a Kravitz report finds.

They deferred 90% or more of the maximum that could be invested in a defined contribution (DC) plan in 2017.

Nearly sixty percent have taken an early withdrawal from their retirement account.

A Bankrate.com study says about twice as many Americans are saving more now, compared to responses from the survey's 2011 debut. 

Overwhelmingly, employees surveyed by IonTuition agree with the statement, “I would like my company to offer a voluntary student loan assistance benefit.”

Sales of fixed indexed annuities came in 21% higher for the second quarter of 2018 compared with the first quarter results, according to LIMRA SRI data, shattering the...

The majority describe the American Dream as financial security for themselves and their family, and 54% think it is unattainable.

In addition, a mere 18% of workers are very confident they will be able to retire with a comfortable lifestyle.

The importance of workplace financial wellbeing programs jumped five points in the 2018 Consumer Health Mindset Study from Alight Solutions.

Fidelity finds that since 2008, the average savings rate among employees automatically enrolled has risen from 4% to 6.7%, and 63% of automatically enrolled participants in the past...

Younger Baby Boomers and Gen Xers are the most stressed about retirement, a Bankrate.com survey found.