Data & Research

Spencer Williams, from Retirement Clearinghouse, says the findings show the potential to preserve trillions of future retirement savings dollars for retirement plan participants through the widespread adoption of...

In a point-of-view white paper, Mercer offers several specific policy recommendations to address what should be done to enable more Americans to retire with confidence.

Research also found the youngest and oldest investors were most perceptive to using employer-sponsored retirement planning resources.

Researchers have developed diverse approaches for quantifying the adequacy of retirement income, focusing on different groups of retirees and employing different definitions of income and adequacy, a CBO...

This is a 2.25% increase from the average balance in the second quarter of the year.

In addition, the number of health savings account holders on Fidelity’s platform increased 35% over the last year.

RIAs established in 2016 had $55 billion in assets under management.

Fifty-seven percent of Americans surveyed somewhat or strongly oppose reducing the maximum amount employees can defer pre-tax into a DC plan to $2,400 per year.

Over 40% of survey respondents indicate their organization has been offering a financial wellness program for 5 years or more.

Fewer than one-third of Americans have $100,000 or more saved for retirement, an IALC survey finds.

A longitudinal analysis of 401(k) plan participants drawn from the EBRI/ICI 401(k) database found the average account balance for consistent participants increased at a compound annual average growth...

Yet only 20% have taken any step toward funding their long-term care expenses.

An Employee Benefit Research Institute analysis breaks down the number of 401(k) contributors who would be affected by a mandatory, partial Rothification proposal in tax reform.

Forty-five percent of African-Americans who bring home $75,000 or more say they feel less than financially secure compared with just 28% of other Americans in the same income...

This can put a person’s retirement in jeopardy, The Pew Charitable Trusts says.

A survey of the newly retired finds 40% spend more for health care than they’d expected.

This is especially true for Millennials, Bankrate.com found.

Automatic enrollment, higher initial deferral rates and financial counseling are just a few that more employers are adopting.

It is clear which countries lead the way in providing sustainable retirement systems with adequate benefits—and what others can learn from them to improve.

The difference owes to the pay gap between men and women, the tendency of many women to take a career break to raise or care for family, and...