Data & Research

A speaker at PSCA’s 71st Annual National Conference suggests reports of Americans retirement savings inadequacy are overblown and offers data to back that up.

Paying off debt is their second greatest fear, Franklin Templeton found in a survey.

The rise in lawsuits is prompting more sponsors to turn to lower-cost index funds—and could prevent them from offering lifetime income products.

While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.

More than half of employees surveyed by CareerBuilder said they think they'll need to save less than $1 million in order to retire.

Participants who work with a traditional or online adviser are on track to replace 116% of their income. Those working with any paid adviser, 91%, and those with...

Workers who are unprepared for retirement are five times as likely as those who are prepared to cite high living expenses as a barrier to retirement planning. They...

Tina Ambrozy, president of sales and distribution at Nationwide, warns of a major disconnect between what consumers think their Social Security benefit will be—and what this amount will...

Retirees are less likely than last year to feel confident in their ability to handle basic expenses and feel less confident in their ability to handle medical expenses,...

Eight in 10 DC plan participants are very or somewhat interested in an in-plan investment option that would guarantee monthly income for life in retirement, and the same...

A new analysis from Corporate Insight underscores the continued proliferation of “responsive design” within retirement plan service providers’ web offerings—benefiting plan participants and sponsors.

However, they also say their wealth has helped them live a healthier life, UBS found in a survey

This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement. 

One-third of North American workers surveyed said their employer does not offer retirement education or coaching.

Women may face lower pay, more work disruptions, higher longevity and higher retirement health care costs than men, a study points out.

Although some retirees face catastrophic health care cost in retirement, EBRI found that most don't.

EBRI questions whether retirees are just determined to preserve their assets or whether they need more education about spending assets in retirement—both have implications for retirement plan advisers...

A new analysis published by MetLife examines employers’ and employees’ attitudes towards automation and its role in the workplace—including how changes in technology could impact compensation and the...

Forty percent of single retirees overall do not think their savings will be enough if they reach age 90.

This is particularly high among Gen Z (69%), Millennials (64%) and Gen X (66%), a survey found.