Data & Research

A mere 21% feel confident about drawing down their retirement plan assets, Ameriprise Financial found in a survey.

Vanguard has issued a new framework, jointly developed with Mercer, that helps pre-retirees and retirees with planning for annual health care costs and long-term care expenses in retirement.

There is more emphasis than ever before in the DC plan space on identifying the best way to offer a benefit that is not just a to-retirement program,...

Yet, only 13% of workers have discussed Social Security with an adviser.

Some people are running out of money in retirement, but many are refusing to spend and are living below their means. Are they doing so out of fear,...

The women are also far more risk-averse, PNC Investments learned in a survey.

The Center for Retirement Research finds that the net worth of non-divorced households is 30% higher than for divorced households.

According to a T. Rowe Price study, 65% of defined contribution plan sponsors believe achieving the highest retirement income opportunity for participants is their greatest priority. 

However, if retirement expenses are reduced to 80% of average expenses, 82.1% are on track to not run short.

When it comes to making financial decisions, 81% of Americans are most likely to turn to a financial adviser over their closest confidants, including wealthiest friends (70%), older...

It also helps to offer financial education continuously, according to the Pension Research Center at The Wharton School at the University of Pennsylvania.

Among those who have made an estimate, the median amount is $650,000, Bankrate.com learned in a survey.

In a letter to the Department of Labor, researchers for the Center of Retirement Research at Boston College make policy recommendations to address defined contribution plan portability and...

Looking ahead, Vanguard researchers estimate that 77% of participants on the firm’s recordkeeping platform will be invested in a single TDF by 2022.

An Allianz Life study found that while there was an increase in comfort with the market, workers continue to worry about their retirement savings. 

Millennials are more likely than Gen Xers or Baby Boomers to give the gift of help with financial obligations, such as student loan payments and bills; financial education...

The reduction in corporate taxes from 35% last year to 21% starting this year incentivized companies to accelerate tax deductions.

A survey finds that to prevent future retirees from challenges, governments and employers will have to step up to the plate.

More than half have set specific retirement goals, J.D. Power learned in a survey

A survey from the Society of Actuaries suggests that if retirees are able to survive financially to age 85, concerns about finances drop significantly.